Broker Check

 412-733-4080

Team

 

Martin Valentic

Founder

412-733-4080

412-733-4070

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Marty began his career as a financial services professional following the sale of his business in 2001.
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John H. Iannucci

Director of Advanced Strategies

412-733-4028

412-733-4070

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John is a graduate of Duquesne University of Law where he received his Juris Doctor in 1983. Subsequent to law school, John went on to earn an L.L.M. in Federal Taxation from the University of Florida in 1984.
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Nils A. Nolan JD

Chief Investment Strategist

412-733-4075

412-733-4070

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Nils Nolan has been working in the financial industry for over 20 years. He is currently a registered representative with Horner, Townsend and Kent.
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Joshua Valentic

Client Advisor

412-733-4085

412-733-4070

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Josh is a junior partner and began his career following his college graduation in 2015. He wanted to follow in his father’s footsteps and continue helping families gain and accumulate financial independence.

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