Your Ensemble Team of
Pittsburgh Financial Experts

Debbie joined Signature Wealth as a partner and financial advisor in February 2015. With over three decades of experience in financial planning and investment management, Debbie specializes in advanced planning strategies that help high-net-worth investors achieve financial security throughout their lifetime and leave a legacy. Her passion is educating and empowering women to make decisions that enhance their financial security.

Debbie works with independent women, corporate executives, business owners, professionals, and other investors with complex planning needs who value the clarity a trusted advisor can provide through all life events and market cycles. Over the past 30+ years, she has helped hundreds of clients achieve their financial goals with customized financial planning and proven wealth management strategies. She offers advice, guidance, and investment solutions with loyalty and care, and finds it personally rewarding to share in her client’s success stories.

Debbie is a Certified Financial Planner® professional, Accredited Investment Fiduciary®, and a Chartered Life Underwriter®. She holds an MBA from the University of Pittsburgh and a BS in finance from Pennsylvania State University. She is a Registered Representative of Kestra Investment Services, LLC (Kestra IS) and a registered Investment Advisor Representative of Kestra Advisory Services, LLC (Kestra AS).

She is an active community volunteer serving as a member of the finance committee for several nonprofit organizations and currently sits on the Board of Directors for the Friendship Circle.

Debbie and her husband, Matt, live in Squirrel Hill with their two daughters, Shoshana and Aviva, and dog, Charlie.

Serina currently serves as the president and chief operating officer of Signature Wealth. She provides the leadership, management, and vision necessary to ensure that the firm has the proper operational controls, administrative and reporting procedures, and systems in place to effectively grow as an organization. Serina’s top priority is that Signature provides world-class service to our clientele.

Serina served as the director of strategic growth and operations prior to becoming a principal shareholder in 2020. She began with Signature in 2013 as a client services specialist and progressed through most administrative, operations, and strategic growth roles over the years.

Serina currently serves on the board of directors for the Sojourner House, an organization dedicated to compassionate recovery services for families. Her involvement in the United Way’s Women’s Leadership Council (WLC) and mentorship of young professionals through its TOGETHER program have been a staple of Serina’s community involvement for many years.

In addition, Serina is a Junior Achievement Inspiring Success Award Finalist and the founder of several women-focused networking groups.

Serina earned a bachelor’s degree in elementary education and a master’s degree in instructional technology at Robert Morris University. She is a graduate of the Leadership Development Initiative (LDI) program through Leadership Pittsburgh. Serina maintains the Series 6 and 63 FINRA securities licenses and is a notary public.

In her spare time, Serina enjoys true crime mysteries, beef jerky, and high-performance driving events. She is a Pittsburgh native and resides on Mt. Washington because we won’t let her actually live in the office.

What made you want a career in finance?

I didn’t always want a career in finance. My undergraduate and graduate degrees are both in higher education. I really enjoy educating people and helping them achieve success. I have the opportunity to do that every day at Signature when I work with our clients to help them manage their assets and simplify their lives.

What do you like best about being part of the Signature Wealth family?

There is a strong sense of camaraderie between the employees here at Signature. We truly care about one another, help each other, and work together to help ourselves and our firm become the best we can be.

What are your biggest accomplishments?

When I first started, I realized that there was a lot I could bring to the table from a client service and operations standpoint. I have implemented policies and procedures that improve efficiency for the firm. My continued progression at the firm and advancement in my career is something that I am very proud of. I have a clear vision of where my career is headed, and I am excited about the many accomplishments yet to come.

What do you love to do outside of work?

Family time is very important to me. I have a large family and I love spending as much time as possible with my six sisters and twelve nieces and nephews.

What are you passionate about in your personal life?

I try to travel as much as possible. I love experiencing new food, people, cultures, and adventures. I have also taken up performance racing as a hobby.

What is your most memorable travel experience?

Several years ago I traveled to Ireland with my mother and two sisters. Our family heritage is Irish and my mother had always wanted to visit the country. We had an amazing time touring through the towns, learning about our country of origin, and spending time together as a family.

Aaron joined Signature Wealth in 2005 as Chief Investment Officer after spending 12 years at PNC Bank as a Project Manager for the Pittsburgh market. He became a principal in 2012 and is a licensed Financial Advisor and Chartered Financial Analyst® charter holder. In his role with the firm, Aaron oversees all aspects of portfolio management and investment selections while creating customized strategies to suit each client’s unique needs.

Aaron is a student of modern portfolio theory and a longtime proponent of working to match risk to reward for every investor. As such, Aaron maintains a day-to-day watch over the ever-changing conditions in the world economy and its various capital markets to ensure client portfolios are always properly tuned to their individual goals, investment plans, and risk tolerance. He diligently researches new and emerging companies, technologies, and trends to incorporate new ideas and investment opportunities (where appropriate) for the firm’s clients.

Aaron attended Syracuse University and Duquesne University, winning a national championship in collegiate debate. He obtained his CFA® designation through the CFA Institute. Aaron is a Registered Representative of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representative of Kestra Advisory Services, LLC (Kestra AS), and is securities licensed.

Aaron is the current Chair of the Board of Trustees for the Hillel JUC, an organization that benefits Jewish college students on campuses across the Greater Pittsburgh area. He is also on the Executive Committee of Film Pittsburgh and serves on many other Finance and Endowment committees. In his leisure time, Aaron enjoys photography, writing and reading long-form articles about macroeconomics.  He and his wife Amy live in Squirrel Hill with their son Ian and their dog Teddy Burr.

A Conversation with Aaron

What made you want to pursue a career as a financial advisor?

I actually never saw myself as a financial advisor. I initially took this job because it was an opportunity to work with friends, and a chance to get out of the corporate environment I had been in previously. It was only once I actually started doing the work that I realized how much I loved it, and how well suited it really was for me. I think I am just the right level of math nerd to make staring at stock charts all day long actually thrilling.

What do you like best about being part of the Signature Wealth family?

The people. Hands down, that’s an easy one. I love my coworkers and I love our clients. I’ve been privileged to work with some truly wonderful people during my time here, and I never cease to be impressed by the intelligence, integrity, kindness, and generosity that I get to witness every single day.

How do you want your clients to view their wealth?

I always tell clients that money is a tool, not an end. Your wealth and your portfolio represent options – the ability to live your life and your dreams on your own terms. Managed properly, those tools can serve you throughout your lifetime. If you focus solely on appreciation and accumulation and only care about seeing that bottom line increase, then you’re missing the point. What is truly important is the happiness, freedom, and security that money can provide.

What are your biggest accomplishments?

For a job that often measures success down to the hundredths of a percent, I find that I actually tend to focus on accomplishments that are more abstract in nature. I’m incredibly proud of the efficiency and capability we’ve achieved at Signature, managing large sums of money for hundreds of clients in an appropriate and creative fashion. I’m proud of the way we treat our clients and our employees, and I’m especially proud of the work we do in the community. On a purely personal level, passing the CFA exams and obtaining my designation definitely stands out as one of the most difficult and satisfying things I’ve ever done. It has made me a better advisor and investor.

What do you love to do outside of work?

I am a voracious reader and I love movies. I also love spending time with my family, playing soccer with my son, and maybe even occasionally getting to use the more creative (non-mathematical) parts of my brain.

What are you passionate about in your personal life?

Cooking. I love to cook. A glass of wine, a little olive oil, some fresh vegetables, and a nice cast iron pan is all it takes to make me happy. Well, maybe a little bit of garlic, too…

What is your most memorable travel experience?

My honeymoon: 17 days, seven stops, five countries, and countless memories. Neither my wife nor I had ever been to Europe before, so we decided to go big and see as much as possible in a single trip. In just over two weeks we toured Dublin, London, Paris, Rome, Florence, Venice, and Cinque Terre. It was an incredible journey and one we’ll treasure for a lifetime. I’ve also been fortunate enough to visit Europe a few more times with Marc and we’ve crisscrossed the continent. Most recently we drove through Switzerland and the Alps (magnificent) and caught a U2 show at the Olympic stadium in Barcelona.

Michael’s financial planning career has led him on a unique path. His trajectory at Signature Wealth began with an internship in 1999. After serving as an intern for three years, Michael joined H & R Block and later Allegheny Financial as an advisor. He reunited with the Signature family in 2004 as Vice President of Operations.

Michael became a partner in the firm in 2014, overseeing strategic operations in addition to advising both individual clients and businesses. As a fully licensed financial advisor and CFP® professional, Michael helps position his clients for financial success by providing comprehensive wealth building and distribution strategies as they pursue their personal and financial goals.

Michael graduated magna cum laude from Grove City College, where he received a degree in business management.  He is a Registered Representative of Kestra Investment Services, LLC (Kestra IS) and a registered Investment Advisor Representative of Kestra Advisory Services, LLC (Kestra AS).

Michael is passionate about leadership development and serves on the board of two organizations. He has been on the Greater Pittsburgh American Heart Association board since 2022 and is currently the Leadership Development Committee Chair. He has also been on the North Boroughs Rotary Club board since 2021, currently serving as the President. In the past, he has volunteered with Leadership Pittsburgh Inc. to help strengthen regional leadership through various programs and partnerships.

In his spare time, Michael enjoys golf and music of all kinds.  Born and raised in the North Hills of Pittsburgh, he currently resides in Ben Avon with his wife Carrie, daughter Jane, and stepsons Kian and Magnus.

A Conversation with Michael

What made you want to pursue a career as a financial advisor?

I fell in love with financial planning during my internship with Scott’s father, Stephen, while I was in college.  I loved that this career provided the opportunity to help individuals achieve their goals and dreams and that each client I work with is unique.

What do you like best about being part of the Signature Wealth family?

It truly is a family here at Signature and we’re constantly sharing ideas to make each other better.  Everyone’s voice will be heard when it comes time to make team-related decisions and that is important to me.

How do you want your clients to view their wealth?

As they see fit…that is their personal decision.  My role is to make the most appropriate recommendations based on their specific goals for the assets they have and will have in the future, implement the recommendations the client is comfortable with, monitor the strategy going forward, and make changes when necessary.

What are your biggest accomplishments?

Building and continuing to build my practice within Signature.  The most satisfaction you can receive in this industry is a heartfelt thank you from clients.  That’s truly what I seek and cherish most on a daily basis.

What do you love to do outside of work?

Spend time with family and friends. I love to play golf, travel, and attend live music events during my free time.

What are you passionate about in your personal life?

Surrounding myself with family and friends…that’s what my family and I do whenever we can.  I really enjoy exploring new cities and traveling whenever possible.  I especially enjoy visiting museums and art galleries, as well as experiencing live music whether it’s in an arena or small club somewhere.

What is your most memorable travel experience?

There are many. Either Maui, San Francisco, or one of my many trips to New York City.

Scott joined the Signature Wealth family in early 2021 as a Partner through a merger with Marbury Wealth Management, a firm he established after leaving a senior position at Arthur Andersen in the Private Wealth Group in 2000.

During college, Scott gravitated to economics and finance and had several internships in the field of finance, earning his BS in Economics and Minor in Mathematics from Allegheny College. He earned the CFP® designation in 1993, and added the CAP® (Chartered Advisor in Philanthropy) in 2015, intent on helping others ensure their legacy and maximizing the impact of philanthropy in his community to create a better place to live for generations to come.

Scott leverages 32 years of experience in the industry to help bring a sense of financial “peace” to his clients. After learning what concerns keep them up at night, he analyzes the issues, develops comprehensive strategies, and implements action items to set a course towards their goals. Having learned from great mentors and with decades of experience working with a diverse clientele of private business owners, physicians, corporate executives, charitable foundations, and many others, Scott is uniquely qualified to address a wide range of financial concerns and goals.

Working with a holistic approach to wealth management, Scott takes on the role of “quarterback” and works closely with other advisors, CPAs, Attorneys, Private Banking Representatives, and more.

While Scott was born in Seattle, WA, he’s been a Pittsburgher since the age of 2, where he currently resides with his wife Maureen and their college-bound twins, Aidan and Sophia.

Scott plays the piano, trombone and has sung in many choirs over the years. He once performed with his church handbell team at the White House for President Reagan.

A Conversation with Scott

What do you like best about being a part of the Signature Wealth family?

The camaraderie and teamwork in the firm’s culture is really a positive experience for team members and will translate in a positive way for our clients.

How do you want clients to view their wealth?

Building wealth and distributing wealth for personal needs and/or personal causes is a marathon, not a sprint.

On a professional level, what are your biggest accomplishments?

I would say starting my own business, Marbury Wealth Management, over 20 years ago.  My wife had a successful event planning business when we were married, and it allowed me to take that risk, leave my senior position at Arthur Andersen in the Private Wealth Group in 2000, and begin my own firm.

What do you love to do outside of work?

Personally, I enjoy golfing as an outside activity. I also have enjoyed going to my children’s activities with Maureen over the last decade, but they will both be in college this fall.

What are you passionate about in your personal life?

I love to laugh and see my wife, Maureen, and my 18-year-old twins, Aidan and Sophia, happy.

What is your most memorable travel experience?

Traveling to South Africa, definitely.

Marc currently serves as Chief Executive Officer of Signature Wealth. He provides comprehensive financial planning and wealth management solutions to successful individuals, and investment advice and guidance to businesses, charitable foundations, and government institutions.

Marc studied at the University of Maryland and Duquesne University majoring in Psychology with a focus in Existential Phenomenology. He is a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®). Charter holders are qualified to provide comprehensive advanced financial planning, insurance and estate planning for individuals, professionals, and business owners. Marc has attained the Accredited Estate Planner (AEP®) credentialing, a graduate level specialization in estate planning. Marc has been awarded the Accredited Investment Fiduciary (AIF®) designation that signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

Marc is past President and still serves on the board of the Board for the Pittsburgh chapter of Entrepreneurs’ Organization. EO’s mission is provide entrepreneurs a unique opportunity to achieve their potential through life-enhancing connections, shared experiences, and collaborative learning. Marc also serves on the Board of Directors, the finance committee, and investment committee for Community Day School in Pittsburgh.

Previously, Marc has served on the boards of the American Heart Association, Film Pittsburgh, Jewish Community Center of Greater Pittsburgh, Jewish Federation of Greater Pittsburgh, National Young Leadership Cabinet for the Jewish Federations of North America, the Growth & Transaction Committee for Blue Tree Allied Angels, and the Learning Chair for EO Pittsburgh. Marc has taught adult education classes through OSHER at Carnegie Mellon University and the University of Pittsburgh.

Marc is also a member of the Estate Planning Council of Pittsburgh. He enjoys investing with several real estate development and private equity groups and mentoring young entrepreneurs and early-stage companies. Along with the partners and employees of the firm, Marc volunteers with several organizations that reach out to individuals who find themselves in more challenging circumstances and are working hard to build better lives for their families.

Marc and his wife Lisa are originally from the suburb of Mt. Lebanon and currently reside in the city neighborhood of Squirrel Hill. Their two children, Justin and AJ, are both in college. Marc enjoys spending the summers in Jackson Hole, Wyoming. His outside interests include road and gravel cycling, high-performance driving, hiking out West, and traveling the world.

A Conversation with Marc

What made you want to pursue a career as a financial advisor?

I did not seek a career as an advisor. After spending some time in the industry as a marketing consultant early on—20 years ago at this point, I realized how rewarding an advisor’s job could be. Everyone has seen the commercials on television that depict the financial advisor as a surrogate family member of his or her clientele; while this is obvious marketing, it is also very true. I get to have a real impact on real people every day.

What do you like best about being part of the Signature Wealth family?

We have worked so hard to grow this family from a single-advisor office two decades ago to where we are today. But just adding team members was not the only objective. Our goal was, and will continue to be, to create a culture where everyone can look forward to coming to the office, feel great about the work we do for our clients, and know that the people with whom they spend the most time care deeply about them. Of course we remain professional, but we also encourage the growth of this family atmosphere.

How do you want your clients to view their wealth?

Freedom of choice.

What are your biggest accomplishments?

I am proud of our entire team’s commitment to continued education, certainly. The credentials that I maintain and that my team has earned are very important in both differentiating our firm from others and instilling the confidence with our clientele that we actually know what we’re doing! I would also acknowledge that whatever my role has been in building Signature’s reputation in the community is very meaningful to me. However, if I had to choose just one, as cliché as it may be, my biggest accomplishment will always, always be the continue validation from my clients who experience personal challenges and rely on me to carry them through.

What do you love to do outside of work?

There’s an outside of work? I’m joking, of course, but one of the great things about owning a practice is that pretty much everything is somehow connected to Signature. Most business owners will relate to this.

My family and I spend quite a bit of time out west. We love to take advantage of all the outdoor activities that Rocky Mountains afford.

In 2016, I began high performance racing as a member of the Sports Car Club of America (SCCA) and Audi Club of North America. The sport challenges me physically and mentally in a way that is distinctly unique from Signature or my other business endeavors. I also have begun off-roading as a member of the Pittsburgh Jeep Club. Both driving experiences have proven addictive!

What are you passionate about in your personal life?

Besides my family, of course, my passion is Signature. Again, I think that business owners can relate to me caring for this firm as if it were another child, really. But since I know that this question is supposed be more “personal”, I believe very strongly in creating deep and lasting friendships. To me, one of the most important meanings of life is to have a positive impact on people. I strive every single day to do so.

What is your most memorable travel experience?

There are two answers to this: multiple cross-country US trips with my family AND multiple cross-continent European trips with Aaron.

I am so proud to have been able to provide the opportunity several times for my family and I to drive across this country and experience the unbelievable landscape, immerse ourselves in the diverse cultures that exist just next door and thousands of miles away, and take the time to really be with one another, and together. All the destination vacations pale in comparison to the experience of slowly making your way from one side of the United States to the other. I really mean this.

I have also been fortunate to be able to drive across Europe with one of my best friends and my business partner, Aaron. In fact, we’ve done this a few times. I love to drive, and I love to see new places, so this seemed to be a perfect vacation. Europe is amazing in its own right, of course…but unlike my cross-country trips in the US, there are fascinating challenges to the abrupt changes in language and culture with which to contend.

Seth leverages his multifaceted expertise serving as senior advisor. He joined the firm in March of 2011 after earning his law degree and MBA from the University of Pittsburgh. Not only is Seth a licensed attorney in the state of Pennsylvania, he is also a CFP® professional. Seth’s diversified educational background makes him uniquely qualified and well-equipped to advise clients through various transition stages in life, such as divorce, retirement, or career changes. In addition to these credentials, he is also a Registered Rep of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Rep of Kestra Advisory Services, LLC (Kestra AS).Seth’s perspective and approach is particularly valuable in high-net-worth divorce situations. He is an active member of the Collaborative Law Association of Southwest Pennsylvania, which specializes in alternative divorce resolutions. A member of the Estate Planning Council, Seth also specializes in estate planning.

In recent years, Pittsburgh has been reinventing itself as a hub for technology. To better serve Signature’s clients, Seth has become an expert in navigating the unique challenges technology professionals face with their various compensation structures and packages.

A firm believer in giving back to the community, Seth teaches financial planning courses for CMU and Pitt adult education programs. He also serves on several nonprofit boards and directorships, currently as the vice chair of FamilyLinks and the president of the associate board of ambassadors for the American Cancer Society.

In his spare time, Seth performs standup comedy at local clubs and won Gilda’s Great Comic Search in 2009. Seth is a local through and through, currently living in Shadyside after growing up in Squirrel Hill.

Garrett joined the Signature Wealth team as an associate advisor in January of 2022, bringing with him nearly a decade in the financial planning industry. In this role, Garrett works directly with our clients as an advisor to create unique solutions to their specific financial challenges, as well as alongside the rest of the Signature team to support and add value to our client services.

His contagious enthusiasm and sharp mind have not gone unnoticed and our clients have already seen the benefit of his dedication to finding creative approaches to customized financial plans.

A 2014 graduate of Princeton University, Garrett earned his bachelor’s degree in economics before entering the financial services industry. While at Princeton, he captained the varsity wrestling team—quite a personal and athletic accomplishment!

When he’s not working, you’ll find Garrett immersed in the sports he loves, spending his time playing golf, spectating, mentoring/coaching (currently, he’s an assistant wrestling coach for the 2022 WPIAL Champion Quaker Valley HS Wrestling Team!), and is a member of the Pittsburgh Field Club. Along with a naturally competitive nature, Garrett is an explorer at heart. You’ll see this adventurous spirit in his love of traveling and trying new cuisines, along with his unbridled curiosity about pretty much anything and everything he encounters.

Born and raised in the Greater Pittsburgh area, Garrett currently resides in Sewickley, PA, with his wife, Taylor, and their two cats.

Debbie joined Signature Wealth as a partner and financial advisor in February 2015.  With over three decades of experience in financial planning and investment management, Debbie specializes in advanced planning strategies that help high net worth investors achieve financial security throughout their lifetime and leave a legacy. Her passion is educating and empowering women to make financial decisions that enhance their financial security.

Debbie works with independent women, corporate executives, business owners, professionals and other investors with complex planning needs who value the clarity a trusted advisor can provide through all life events and market cycles.  Over the past 30+ years, she has helped hundreds of clients achieve their financial goals with customized financial planning and proven wealth management strategies. She offers advice, guidance and investment solutions with loyalty and care, and finds it personally rewarding to share in her client’s success stories.

Debbie is a Certified Financial Planner® professional, Accredited Investment Fiduciary®, and a Chartered Life Underwriter®.  She holds an M.B.A. from the University of Pittsburgh and a B.S. in Finance from Pennsylvania State University. Debbie is a Registered Representative of Kestra Investment Services, LLC (Kestra IS) and a registered Investment Advisor Representative of Kestra Advisory Services, LLC (Kestra AS).

She is an active community volunteer serving as a member of the finance committee for several nonprofit organizations and currently sits on the Board of Directors for the Friendship Circle.

Debbie and her husband, Matt, live in Squirrel Hill with their two daughters, Shoshana and Aviva, and dog, Charlie.

Joining the Signature Wealth family as an Assistant Portfolio Manager in September 2020, Jay Kamon brings with him a wealth of knowledge, skills, and experience in finding creative solutions to complex situations. With a deeply analytical mind, Jay was drawn to the financial planning industry as a way to use those skills to make a difference in society.

Jay holds a Master of Investment Management and Financial Analysis degree from Creighton University. Originally from Pittsburgh, and after a 9-year hiatus on active duty, he was happy to return to the area and begin his career in the financial services industry.

Having come into the profession a little later in life, Jay understands what it is like to work with a financial planner and have apprehensions regarding investments as a client, a point of view which strengthens his ability to conceptualize and address client concerns.

His favorite part of the job next to the people – clients and co-workers alike – is the work’s analytical nature. As someone who loves researching anything and everything, his days are spent knee-deep in thought-provoking endeavors.

Jay is married and has two wonderful dogs, and while he’s still analyzing the question of what it is that makes him unique, it’s already pretty clear to the rest of us.

 A Conversation with Jay

 What made you want to pursue a career as a financial advisor?

I wanted to get involved in the financial planning industry because it combines many aspects I enjoy. Namely, making a difference in society and finding creative solutions to complex situations.

What do you like best about being a part of the Signature Wealth family?

As a team, we strive to deliver the best service. I hope to be a good steward of those values and carry on the traditions that make this firm stand out.

On a professional level, what are your biggest accomplishments?

This would be a toss-up between my education and military service. The education allowed me to explore fascinating material and work toward a career in portfolio management. My military service was a true honor to work alongside some of the most amazing people on the planet but was the ultimate test in physical and mental stamina.

What do you love to do outside of work?

I can usually be found on a hiking trail somewhere seeking beautiful sights and new adventures.

What are you passionate about in your personal life?

Life gets me excited about life. The ability to be in the now, continually moving forward, and taking nothing for granted.

Denise joined Signature Wealth as a Partner in January 2021, having been a Principal with Marbury Wealth since 2008. With 35 years of experience in financial services, Denise is a natural problem solver and enjoys the process of learning all about her clients and their unique circumstances before using her extensive experience to help them achieve their financial goals.

A Pittsburgher since birth, Denise grew up in Squirrel Hill and currently resides in Allison Park.

She graduated from the Joseph M. Katz School of Business with a Masters in Business Administration and earned her Bachelor of Arts in Economics from the University of Pittsburgh. She is also a CFP® professional as well as being licensed in the securities and life and health insurance industries.

Entering the financial services industry over 30 years ago when female advisors were even more of a rarity, Denise has built a successful career helping clients and their families pursue their financial goals and build generational wealth.

From 2008 to 2015, Denise served on the Board of Directors of the Pittsburgh Mercy Health System, a foundation serving the physical, mental and spiritual needs of the most vulnerable individuals in the Pittsburgh area.

In her spare time, Denise enjoys spending time with her family, traveling to new places, cooking, Pilates and streaming shows on Netflix and Hulu.

A Conversation with Denise

What made you want to pursue a career as a financial advisor?

While it was partly from my educational background, I’d say it’s mostly because I like to solve problems.

On a professional level, what are your biggest accomplishments?

That’s a difficult question – I can’t point to one specific accomplishment in my life thus far.  I am proud of being successful in the financial services industry, believe I have provided help and support to my clients and their families over the years, and plan to continue to help my clients for as long as I am able.

What do you love to do outside of work?

I like to cook, do Pilates to keep a strong core, and love streaming on Netflix and Hulu.

What are you passionate about in your personal life?

Spending time with family and traveling to new places.

Scott serves as Chief Business Development Officer of Signature Wealth, directing the vision of the firm and coordinating the overall efforts of the team. As a licensed financial advisor and a Chartered Advisor in Philanthropy®, Scott utilizes his experience, knowledge, and education to provide comprehensive wealth management solutions and design charitable giving strategies for high-net-worth individuals.

Scott began working in the financial planning industry as a mutual fund wholesale representative with Eaton Vance and Putnam Investments. He returned to Pittsburgh in 2002 to manage Signature Wealth with Stephen Tobe, his father, and the founder of the firm.

Scott graduated from Indiana University with a degree in communications. He is an alumnus of the prestigious Kestra Representative Council, assisting with strategic business improvements for Kestra Financial.  Scott was recently recognized by REP magazine (now WealthManagement) as one of the top 20 financial advisors in the country under the age of 40.  Scott is a Registered Representative and Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS), and is licensed in securities and insurance.

Community involvement holds a great deal of importance to Scott. He serves on the executive board of the Jewish Federation of Greater Pittsburgh, where he helps direct millions of dollars per year to worthwhile causes both at home and across the world. Scott is an active member of the Entrepreneurs Organization here in Pittsburgh.  He is also a board member for Penn Future, an environmental advocacy organization. Because philanthropy is one of his great passions, in 2014 Scott created a venture fund designed to provide grant money for innovative ideas that help 22-45 year-olds find meaning and participation in Jewish life. Known as the SteelTree venture philanthropy fund, they have given away hundreds of thousands of dollars to date through the Jewish Federation of Greater Pittsburgh.

Scott enjoys investing with real estate development and private equity groups as well as mentoring young entrepreneurs and early-stage companies. Along with the partners and employees of the firm, Scott volunteers with several organizations that support individuals who find themselves in financially challenging circumstances. One such organization is the Circles Program through Roots of Faith in Sharpsburg, PA. Circles is a national program that has had a lot of success at lifting people out of poverty for good.

As a successful young professional, Scott was named one of Pittsburgh Magazine’s 40 Under 40 and honored by Cystic Fibrosis Foundation as one of Pittsburgh’s Fifty Finest.

Scott is a Pittsburgh native and avid outdoorsman. He lives in Fox Chapel with his wife, Becca, daughter Laila, son, Asher, and dog, Kona.

A Conversation with Scott

What made you want to pursue a career as a financial advisor?

I was at IU studying to become a psychologist. My father, founder of SFP, suggested I meet with one of his clients who was a practicing psychologist. She asked me what attracted me to the field and I told her that I wanted to be able to have my own practice, I wanted flexibility in my schedule and most importantly, I wanted to be able to help people. She looked at me and said “that is exactly what your father has done for me”. The realization of the extent to which you can help people as a Financial Advisor propelled me into the career and I have never regretted the change of direction.

What do you like best about being part of the Signature Wealth family?

It started as my father’s baby and now I feel that it is mine, along with my partners. Many of our clients have been with us for multiple decades and I truly care about them and their families. Also importantly, our staff are people that I spend a lot of time with and care deeply about. The word family is the correct word for both our clients and our staff. So to answer the questions simply, the relationships are my favorite part of Signature.

How do you want your clients to view their wealth?

As freedom. Building wealth certainly does not buy happiness, but it does provide you with a lot of choices. Do I want to retire now or not? Do I want to travel the world? Do I want to move to a new home or buy a vacation home? All of these questions are easier to answer when one has accumulated wealth.

What are your biggest accomplishments?

Receiving the Chartered Advisor in Philanthropy designation. Outside of Signature, my passion is volunteering for worthy non-profit organizations. The CAP designation allows me to marry my two passions together into one fulfilling career.

What do you love to do outside of work?

Besides charity work that I already mentioned, I love to travel. The more exotic the locale the more interested I am in going there. I love traveling because I love people and I love to be able to immerse myself into other cultures as much as possible and learn how people live. Traveling has both inspired me and it has humbled me. In fact, it was my trip to Moldova in the Former Soviet Union that inspired the philanthropic path that I am currently on.

What are you passionate about in your personal life?

Helping others. In most of my charitable endeavors, I like to focus my energy on helping those that need it the most. Those who find themselves without or at risk of losing their home, who are insecure about their food needs or their medical care. I am also passionate about my wonderful family. I am blessed to have two young kids and an incredible wife. I love to spend quality time with them. I work a lot of hours during the week and I try to make up for that by being fully present and there during the weekends.

What is your most memorable travel experience?

For my honeymoon, Becca and I went to Kenya. I will never forget our first night out in the open Savannah. We took a Jeep ride out to the middle of nowhere. On the way we saw lions and elephants. We got out and made a campfire and poured a glass of wine while we watched an ostrich charge from 100 yards away from where we stood to about 10 feet from us where it proceeded to jump up and down on a chair. It was one of the most amazing things that I ever remember seeing.

Christopher joined the Signature Wealth family in June of 2023 as a Client Services Specialist.

He was drawn to this industry by his passion for helping others, whether by doing something as simple as providing access to an account or as complex as handling executor duties when a loved one passes away. Chris holds a bachelor’s degree in international relations with a minor in French from the University of Delaware, and has plans to pursue an MBA in finance in the future.

After spending more than a decade in the banking world, Chris sought a position at Signature where he could be part of a smaller team and have a greater impact personally on his clients.

A Conversation with Chris

What’s the biggest lesson you’ve learned so far in your career?

Failures and mistakes happen but they don’t define you. It only matters how you respond to the situation.

What are your passions outside of work?

Reading! Each year I have a goal of reading 30-50 books. I also found a passion for baking during the pandemic after binging the Great British Baking Show.

What is your most memorable travel experience?

In 2002 I traveled to Greece after graduating from high school and spent two weeks doing a tour of the mainland and islands with my grandparents. At the time, I wanted to be an archeologist, so touring the ancient ruins of Athens, Delphi, and Olympia was a mind-blowing experience.

Daniel O’Connor is a Portfolio Management Lead at Signature Wealth. Prior to joining the firm in May of 2021, he worked in investment operations and accounting for 3 years. He has a passion for investment research and enjoys analyzing companies and providing clients with insights into exciting opportunities. Besides research, Daniel is involved with trading and due diligence in his day-to-day work.

Knowing the value of humility and the importance of being a good listener, he incorporates both to understand what motivates his clients and uses that to help them reach their investment goals.   He also recognizes that not a day should go by without learning something new, which he pours into his investment research and pursuit of new opportunities for his clients.

Daniel earned his Bachelor of Science degree in Business Economics from Saint Vincent College. He is originally from Fredericksburg, VA, and now resides in Pittsburgh.

A Conversation with Daniel

What made you want to pursue a career in the financial services industry?

I love working with numbers and working with people. The markets are exciting and the opportunity to help other people achieve investment goals is what keeps me moving.

What do you like best about being a part of the Signature Wealth family?

The ability to tailor investment strategies, incorporate client values, and provide more personalized services is what sets Signature apart. I want to help clients get excited about investing. I am blessed to work with talented and insightful co-workers who push me to excel each day.

On a professional level, what are your biggest accomplishments?

My academic success graduating from Saint Vincent is an accomplishment I value greatly. A CFA® charter is next on my list.

What do you love to do outside of work?

I enjoy a lot of different hobbies, and I am always down to try something new, no matter how niche.

What are you passionate about in your personal life?

I find joy in the successes of my friends, family, and co-workers. It is the best feeling to get an excited phone call from a sibling or friend who wants to share news of a recent victory or new opportunity. I use the successes of others as motivation to constantly level up my own skills.

Bobby Pryhocki joined the Signature Wealth team as an Assistant Portfolio Manager in May of 2024. He is heavily involved in the analysis of market trends, investments, and financial data to help our team create investment strategies that meet the goals of our clients.

Bobby was drawn to the financial services industry as an undergrad when he enrolled in a program that specialized in trusts and wealth management. He graduated from Cambell University in North Carolina with his bachelor’s degree in finance, and later attended Kent State University in Ohio where he earned his MBA. He also holds his Series 65 license.

Bobby was named 2022 NWCA Scholar All-American as a wrestler for Kent State, and now spends his free time volunteering as a coach for the Quaker Valley wrestling team, as well as training and coaching Brazilian Jiu-Jitsu.

A Conversation with Bobby

What is your favorite part of your job/this industry so far?

I enjoy the unique relationship that comes with the job where I can be detailed and analytical about portfolio management, while also supporting people as they achieve their financial goals. I really enjoy the relationships I am able to build with them along the way.

What’s the biggest lesson you’ve learned so far in your career/education?

There are often multiple ways to achieve the same goal. Keep an open mind and be ready to pivot from your original idea to better achieve that goal.

Jake joined the Signature Wealth team in July 2022 and leads the client services team as Senior Client Service Specialist. Forging close relationships with the clients he serves has allowed him to watch them thrive in their careers and retirements, an experience that brings Jake both pride and joy.

Jake was drawn to this industry out of a desire to help people (and his fear of blood and needles discouraged him from pursuing medicine). For Jake, onboarding a new client presents an opportunity to forge a relationship and see goals begin to become reality. His combination of education and experience make him a true asset to the Signature family, and he is constantly working to help clients understand the complex financial situations that can arise in today’s world.

A Pittsburgh native, Jake attended the California University of Pennsylvania (now Pennsylvania Western University) where he received his degree in business and led his club hockey team to national tournaments every year.

When he isn’t working, Jake stays active playing in a recreational hockey league and exploring his home city with his mini Aussie doodles, Ollie and Colby.

A Conversation with Jake

What made you want to pursue your career?

I’ve always wanted a job that would let me help people in some way. When I was young, I thought I would end up being a doctor. As I got older and saw how important financial independence is to a person’s success, it felt like the pieces came together. I like being able to play even a small role in reaching that independence for our clients.

What do you feel is your greatest accomplishment?

Graduating from college was a huge accomplishment for me. I really had to dedicate myself to time management because while I was getting my degree, I was also playing sports. My club hockey team won our division each year that I played, which was also pretty exciting.

What is your most memorable travel experience?

I took a cruise to Alaska with my entire family—I’m talking aunts, uncles, grandparents, cousins. The majority of the ship’s passengers were probably related to me. It’s a really special memory because it was one of the few times we all got together and spent a considerable about of time as a family. Plus, I got to zipline through a jungle which was very fun.

Elena Franco is the operations assistant at Signature Wealth. She has an impressive track record as an administrative professional supporting C-Suite executives in the banking, telecom, and engineering fields. Elena looks forward to deepening her knowledge and skills in the finance industry as she helps our daily operations move smoothly.

Originally from California, Elena now calls Pittsburgh home and has been working through her Pittsburgh To-Do list since moving here in 2024.

A Conversation with Elena

What did you do before joining Signature Wealth and how did you get your start here?

Most of my career has been spent in various administrative roles. Prior to joining Signature Wealth, I was the HR Administrative Assistant for a Credit Union in Northern California, where I supported the executives and the entire HR department. I moved to Pittsburgh in September 2024 and was fortunate enough to find a company and role that aligns with my values and unique skill set.

What are your passions outside of work?

When I’m not at work, you’ll find me in the kitchen trying out a new recipe I found on TikTok. If I’m not cooking, I’m usually curled up with a good book—fantasy and thriller books are my absolute favorite stories to immerse myself in. I really enjoy live music and try to attend as many concerts and festivals as I can.

Serina currently serves as President and Chief Operating Officer of Signature Wealth She provides the leadership, management, and vision necessary to ensure that the firm has the proper operational controls, administrative and reporting procedures, and systems in place to effectively grow as an organization. Serina’s top priority is that Signature is providing world-class service to our clientele.

Serina served as Director of Strategic Growth & Operations prior to becoming a principal shareholder in 2020. She began with Signature in 2013 as a Client Service Specialist, and progressed through most of the administrative, operations, and strategic growth roles over the years.

Serina currently serves on the Board of Directors for the Sojourner House, an organization dedicated to compassionate recovery services for families. Her involvement in the United Way’s Women’s Leadership Council (WLC) and mentorship of young professionals through its TOGETHER program have been a staple of Serina’s community involvement for many years.

In addition, Serina is a Junior Achievement Inspiring Success Award Finalist and the founder of several women-focused networking groups.

Serina earned a bachelor’s degree in Elementary Education and a master’s degree in Instructional Technology at Robert Morris University. She is a graduate of the Leadership Development Initiative (LDI) program through Leadership Pittsburgh. Serina maintains the Series 6 and 63 FINRA securities licenses and is a notary public.

In her spare time, Serina enjoys true crime mysteries, beef jerky, and high-performance driving events. She is a Pittsburgh native and resides on Mt. Washington because we won’t let her actually live in the office.