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Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.
Helping You Plan Confidently for Tomorrow — With Integrity, Insight, and Care.
Evan Gorse, CFP®
Senior Vice President / Financial Advisor
A native of Pittsburgh, Evan grew up in Shaler and Butler before earning his degree in Finance and Accounting from Duquesne University. Since 2013, Evan has built his career with Hefren-Tillotson and Baird, helping clients navigate all...
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Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
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All That Matters: Should You Be Worried About a Recession?
Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.
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Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.