Ronald E. Heakins, born in 1952, attended Penn State University and has been in the investment services business since 1981. He is our President and Portfolio Manager. Ron was previously employed with UBS PaineWebber as a Securities Broker, Account Vice President, and Branch Manager. He is an Accredited Investment Fiduciary Auditor™, a Certified Regulatory Compliance Professional, and serves as an arbitrator for the National Association of Securities Dealers. He has completed the "Wharton Private Wealth Management Professional Track Program" offered through The Wharton School at the University of Pennsylvania, and been authorized as an instructor by the Pennsylvania State Board of Accountancy to teach CPE credit course relevant to compliance issues in the securities industry to registered Pennsylvania CPA’s.

Elizabeth Moretti, born in 1979, serves as our Chief Compliance Officer. Beth graduated from Duquesne University in 2001 with a BA in Psychology. She then went on to Duquesne University School of Law, graduating in 2004. During that time, she was a member of the Women’s Law Association and the Sports & Entertainment Law Association. Beth has previously worked in the field of real estate, both as a Realtor and a settlement agent for various law firms. She is also a licensed Notary Public. Beth is currently enrolled at Carlow University, working toward a BA in Forensic Accounting.

Emmett Zitelli graduated from Purdue University with a BS in Materials Engineering and a Master of Public Policy and Management from Carnegie Mellon University. He has a background in sales and client relations, having worked in management consulting and business development with companies ranging from General Electric Company to software start ups. In addition, Emmett was a professional athlete in the National Football League, competing with the Chicago Bears, Baltimore Ravens, and the Scottish Claymores of NFL Europe.

Please go to the Contact page to request a copy of our ADV Part II (A document that is required by the Securities & Exchange Commission that contains pertinent information about a registered investment advisor and acts as a disclosure document for clients of the business. It includes information such as the services we provide and the fees we charge); or, Background information on our portfolio manager.