FAMILYWEALTH MANAGEMENT GROUP - Key Persons
Prior to joining FamilyWealth Management Group, Brodie spent 20 years in leadership roles in corporate America. Brodie spent 15 years at the global consulting firm, Accenture, as a Senior Manager responsibly for driving and managing more than $10M of revenue annually and 5 years at Highmark, most recently as Vice President of Integrated Planning for Highmark's HM Health Solutions division.
In his role at Highmark, Brodie led a team of 100 resources that did annual planning, financial management and budget/cost management for over $300M of annual Highmark expenditures. Brodie decided to shift the focus of his passion for financial planning in a new direction and pursued a new career as a Private Wealth Advisor with FamilyWealth.
Brodie has a Bachelor of Business Administration from Ohio University. He started his career in Denver, CO, but eventually made his way back to the Pittsburgh area. Brodie and his wife of 14 years, Cassie have three daughters, Raegan, Elleson, and Kensington, and a son, Brecken. Brodie and Cassie are originally from Beaver and currently reside in Center Township. Brodie spends his personal time spending time with his family, coaching his kid's sports teams, skiing/snowboarding, and bike riding. He also serves as the President of the Central Valley Youth Soccer association.
Doug is able to share over 40 years of diverse financial planning services and experience with his clientele. As Chairman and CEO, Doug heads up the very seasoned and vibrant FamilyWealth Management Group (FWMG). ...
Job Titles:
- Investment Advisor
- Representative
Jamie joined Lincoln Financial Advisors Corp. as a Private Wealth Advisor in January of 2015. He came to the firm after 13 years of experience as an Advisor with Metlife. The decision to join Lincoln Financial Advisors Corp. was part of his desire to become affiliated with a financial planning driven firm. This is a solution style approach to assisting clients towards reaching personal goals.
Jamie is a lifelong resident of Brighton Township of Beaver, PA. He is married to Jessica and has two boys, Lincoln and Bryson. The family time is the main priority of after-hours life. When allotted the time, he can be found doing his favorite hobby, golf. Jamie is a member of 7-Oaks Country Club in Beaver, PA.
A graduate of Ohio University, he holds a bachelor degree in Finance. Graduation was in November of 2001 and from there he followed his hopes of working as an advisor. Professionally, the accomplishments include passing the Series 6, 7, 63, and 65 registrations. Also, he chose to become licenses as a Life, Accident, Health, and Annuity agent.
John Mark has been helping business owners and executives toward achieving their financial goals for 25 years. He specializes in coordinating client's investment, retirement, business succession and estate planning.
With an extensive background in financial services, banking and insurance, John Mark delivers value to his clients by providing objective and comprehensive financial planning services. He understands that most clients need help coordinating their financial affairs and need someone they can trust, that is knowledgeable, accessible and who cares about their situation.
John Mark's approach is simple and straight forward:
John has over 29 years of experience specializing in wealth preservation strategies (estate planning strategies), asset management programs (investment planning), and retirement income planning for business owners, executives & professionals. John is a Private Wealth Advisor with Lincoln Financial Advisors Corp. a broker/dealer and registered investment advisor and has earned the Chartered Financial Consultant® - ChFC® designation from the American College of Financial Services, Chartered Retirement Planning Counselor - CRPC® designation from the College of Financial Planning and the Accredited Investment Fiduciary®> AIF®*. The AIF Designation is administered by the Center for Fiduciary Studies, the standards-setting body of fi360.
In addition to Pennsylvania, he is licensed to conduct securities business in the states of California, Florida, Kentucky, New Jersey, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia and West Virginia.
As a Financial Advisor at FamilyWealth Management Group, my primary responsibility is to identify and assess personal and financial goals, tailoring a comprehensive financial plan that reflects each client's unique aspirations. With over 14 years of experience in the financial services industry, I am dedicated to helping clients analyze their investment and estate planning needs, focusing on achieving their goals and objectives while minimizing risk and complexity. I was brought up in the family business by my father, Doug Knable, and I often feel as though I have been in the business for over 30 years already!
In 2020, I obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation, and in 2012, I earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation. Holding the Series 7 and 66 securities licenses, I am equipped with the knowledge and expertise to provide well-rounded financial advice. Before embarking on my career, I attended Miami University, where I laid the foundation for my future in the financial industry. In 2010, I joined FamilyWealth Management Group and quickly became an integral part of the team after completing my advanced education and working in Lincoln's National Planning Department.
What motivates me most is witnessing the positive impact of my clients' hard work as they work towards their savings goals and achieve milestones like purchasing their first or second home. I find fulfillment in providing support during challenging times, such as when clients experience the loss of a loved one, knowing that the financial plans we put in place are designed to ensure their stability. Working with people and helping them achieve their goals while leaving a lasting legacy for their loved ones is what I love most about my job.
Born and raised in Pittsburgh, PA, I currently reside in Pine Township with my husband and our two daughters. Engaging with my community is a priority for me, and over the past decade, I have served on several boards, including Lincoln's WISE* Group, the Three Rivers Mother's Milk Bank, and the Leadership Council at Ingomar United Methodist Church. I am also a past President of the Young Alumni Council at my alma mater, Miami University, both at the local Pittsburgh chapter and the university-wide level. In my free time, I enjoy running, from 5K races to marathons, as well as swimming, singing, playing the piano, and spending quality time with my family and friends.
Kelly joined Family Wealth Management Group, LLC ("FWMG") in 2010 and after completing her advanced education working in Lincoln's National Planning Department, she quickly became an integral part of the overall FWMG...
Mark specializes in Wealth Accumulation, Wealth Preservation and Wealth Transfer. This discipline includes diagnosing, analyzing, then recommending a plan of action to help his firm's clients take their financial and estate planning to the next level.
His firm has a special passion for Wealth Management with an emphasis on tax reduction strategies and alternatives to traditional stock market exposure. Mark helps his clients manage over $125 million in invested assets and endeavors to find uncommon income strategies designed to maximize portfolio longevity. Mark's career as a financial advisor spans across 29 years, maintaining his affiliation with the same firm in the Pittsburgh area. Mark holds over five professional financial designations, including the CERTIFIED FINANCIAL PLANNER™ professional certification, Chartered Retirement Planning Counselor (CRPC®) designation, Chartered Financial Consultant® (ChFC®) designation, Chartered Life Underwriter® (CLU®) designation and the Certified Fund Specialist® (CFS®) designation.
Mark gives back to the community where he lives and at various times has served on numerous Boards of Directors including Beth El Congregation, the UJF Professional Advisory Committee, Pittsburgh Cares, Chamber of Commerce, and the Anti-Defamation League. He currently serves on the Robert Rodrigues Scholarship Fund.
Mark's hobbies include Indian Princesses, coaching, every kind of music, volunteer work, theater, the Pittsburgh Steelers, Mount Lebanon School District activities and travel. Mark earned his Bachelor of Science in Finance, with a minor in Economics from Pennsylvania State University. Mark is married, with three beautiful daughters.
Michael G. Watson has over 20 years of experience in the Financial Services Industry and specializes in working with successful business owners, professionals, and high net worth individuals, where he focuses on providing fee based Financial Planning solutions in the areas of Business continuity, Estate Planning, Investment Planning, Wealth Preservation and retirement planning services.
Michael, like his colleagues, believes in The Lincoln Financial Advisors philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and Always" SM.
Michael lives in the South Hills of Pittsburgh, Peters Township, with his wife Casey and their four children. He is very active in youth sports and volunteers coaching Basketball. If his children aren't playing sports, they enjoy spending time with family and friends.
Job Titles:
- Director of Wealth Management
Michaele (pronounced Michelle) McNelis is the Director of Wealth Management at Family Wealth Management Group in Sewickley, PA. Using a holistic approach, Michaele coordinates a healthy overall financial plan for each of her clients which include individuals, families and business owners.
Michaele has earned her Registered Financial Consultant (RFC) and her Chartered Retirement Planning Consultant designation (CRPC) from the College of Financial Planning. She has more than twenty-five years of combined small business and financial services experience. Using a sensible and holistic approach, she coordinates all aspects of her clients financial assets including investments, retirement plans, insurance policies, disability income, long-term care, business and estate planning, medical directives, etc. Her clients appreciate that she is able to educate them and help them plan responsibly for their futures.
Michaele grew up on a farm in Western Pennsylvania and learned early the importance of hard work and planning in advance. She is a graduate of the University of Arizona with a Bachelor of Science degree in business administration. After graduation, she returned home to work in her dream job as an officer for a family-owned electrical contracting company. In 2002 she discovered her passion as a financial advisor. Michaele is able to give her clients practical and real-life advice with her personal experiences in small business, real estate, divorce, aging parents, medical issues, and especially how to avoid writing very large checks for estate taxes with careful estate planning.
Michaele enjoys traveling and tries to visit a new place at least once a year. She is very active in her church and community, having served on the administrative board at Crossroads Church, and for five years as a trustee for Jubilee Christian School. She enjoys working out and is a former group leader for First Place 4 Health, a national movement that encourages healthy living. She enjoys golfing and spent five years volunteering for the PGA Senior Tour where she worked for the hospitality committee and served as the Chairman of Player Relations. Currently she spends her free time at her son's baseball games and her daughter's rodeos.
Michaele enjoys the opportunity of having a strong personal relationship with her clients as well as the responsibility of making their time and money work in concert. She's is frequently asked to speak and educate on the topics of investing, retirement, women and finance, and holistic financial planning.
Ralph is a lifelong Beaver County resident, and is proud to come from a family of local business owners known for their integrity and commitment to client satisfaction. For over 27 years, he has provided comprehensive financial...
Job Titles:
- Private Wealth Advisor
- Wealth Advisor
Robert Miloszewski is a Private Wealth Advisor who joined Lincoln Financial Advisors in February 2015. After spending twelve years with MetLife Advisors, Robert decided to join Lincoln Financial Advisors where the focus and purpose of the business was better aligned to his talents and skills. Robert has a strong passion for Retirement Planning and Investment Management.
A graduate of Youngstown State University, Robert majored in Business Administration with a minor in Economics. Currently, Robert holds the Series 7 and 66 registrations, and maintains securities registrations in seven other states in addition to Pennsylvania. He specializes in Asset Management, Retirement Planning, and Wealth Preservation.
Robert and his wife Carol lived in Sewickley, PA for the past 31 years and recently made the move to Harrisburg, PA. They have one son, Matthew, who also resides in Harrisburg, PA with his wife Alexis and their two children, Jack and Ava.
Timothy M. Donovan is Managing Director of FamilyWealth Management Group and a Chartered Financial Consultant in Pittsburgh, PA. Tim has over 35 years experience in the Financial Industry, and specializes in working with successful business owners, professionals and high net worth individuals. He is a Chartered Financial Consultant, and a prominent lecturer on the topics of Estate, Business Succession, and Retirement Planning issues. He is a graduate of Duquesne University in Pittsburgh, where he earned his Bachelor's Degree in Finance. Tim is a registered representative with Lincoln Financial Advisors Corporation broker/dealer (member SIPC), a registered investment advisor and specializes in providing Fee-Based Financial Planning Services and Solutions in the areas of Business Continuity and Estate Planning Strategies, Investment Planning, Wealth Preservation and Retirement Planning Services.
Timothy M. Donovan is Managing Director of FamilyWealth Management Group. He is a Chartered Financial Consultant in Pittsburgh, PA and was named a Chairman's Council Achiever for the past several years. This honor is...