VISTA POINTE WEALTH SOLUTIONS - Key Persons
Brian is a graduate of the Duquesne University School of Law*. Brian has been a valued financial representative since 1994 in the areas of insurance, financial, estate and charitable planning, business succession and retirement planning. As an attorney, Brian combines his extensive education and personal experience to create a comprehensive strategy that educates, coaches and facilitates a high value plan for his clients. Throughout his career, Brian has received numerous industry distinctions and is a nationally recognized speaker and financial advisor.
Brian is a Community Relations Pastor in Murrysville, PA. Brian's former charitable Board of Director positions and other affiliations include: the Cystic Fibrosis Foundation of Western Pennsylvania, the National Kidney Foundation, the Sarano Kelley Educational Foundation, the World Affairs Council and Big Brothers Big Sisters of Greater Pittsburgh. Brian lives in Murrysville with his wife and two sons.
Frank is an Economics graduate of Slippery Rock University. He has been a valued financial representative since 1993 in the areas of insurance, wealth accumulation, and estate planning. Frank has many years of experience working with business owners to create and implement comprehensive strategies for their future. The process educates and coordinates all aspects of one's wealth strategy.
Frank is a former board of director for the American Red Cross and current president of the ALM Foundation, Inc. a 501(c)(3), event chairman of the LFG Make a Wish golf event for 15 years. He is married to wife Donna and has two sons, Nicolas and Anthony (deceased). Frank and Donna live in Greensburg, PA.
Having acted as an advocate for his clients for 15 years, John's mission is to bring financial wisdom and clarity in a world of infinite information.
He is a strong believer that acting against the forces of entropy in our personal (physical/mental/spiritual), business and financial lives is the key to success and happiness.
John lives in Avon Lake, OH with wife of 17 years, Tina and their children Jakob, Maria and Ryan.
Job Titles:
- Director of Client Services
Tina is a graduate of Robert Morris University with a Master's degree in Accounting. She has been an integral member of the team since 2000 and handles case preparation, overseeing estate and trust document implementation and coordination, client services and processing and case administration. She manages both offices in Naples and Pittsburgh.
Tina lives in Penn-Trafford with her husband and two daughters.