1218 Eleventh Avenue
Attorney at Law & Wealth Manager
Director of Client Services
Derek is a graduate from The University of Pittsburgh-Johnstown, Class of 2020, where he earned a BS degree in Finance, with a Minor in Information Systems. Derek has obtained his Series 7 and Series 66...
SENIOR ATTORNEY, ADVANCED PLANNING GROUP
As an Advanced Planning Group senior attorney, Julie is responsible for providing specialized advice and support for financial professionals on a myriad of tax issues in the areas of wealth transfer, retirement, charitable, and...
Senior Vice President, Advanced Planning Group