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  • Pittsburgh PA-AEJ
    600 Waterfront Dr Ste 125 Pittsburgh, PA 15222-4751 T: 412.742.4850 F: 412.742.4851
    Map and Directions Map and Directions

Meet Your Team

Winfield S. Smathers
Winfield Smathers IV, AIF®
Founder & CEO, SWM Financial Advisor & Branch Manager, RJFS
Reed Natali
Reed Natali, CFA, CFP®, CAP®
Managing Partner, SWM Financial Advisor, RJFS
Kyle D. Balliet
Kyle Balliet, CFP®
Managing Director, SWM Financial Advisor, RJFS
Mark S. Summers
Mark Summers, AAMS®
Financial Advisor, RJFS
Erik Olson
Erik Olson, CFA®
Financial Advisor, RJFS
Sunny Erdman
Sunny Erdman, CPWA®, APMA®, CEPA®
Managing Director, SWM Financial Advisor, RJFS
Joe Lantz
Joe Lantz, CFA®, CAIA
Managing Director, SWM Investment Consultant, RJFS
Joseph Maker
Joseph Maker, CPA, CFP®
Managing Director, SWM Financial Advisor, RJFS
Grace Dymski
Grace Dymski
Financial Advisor, RJFS
Dena R. Karsin
Dena Karsin
Operations Manager, SWM Senior Registered Associate, RJFS
Stacy Brown
Rachel Koller
Registered Associate
Samantha Dunlap
Samantha Dunlap
Senior Registered Branch Associate
Rachel Koller
Stacy Brown
Administrative Associate
adrienne butterfield
Adrienne Butterfield
Business Office Manager

"The discipline of having to put your thoughts in order with somebody else is a very useful thing."
Charlie Munger

SPEAK WITH AN ADVISOR

Shorebridge Wealth Management Shorebridge Wealth Management
  • 600 Waterfront Dr Ste 125 Pittsburgh, PA 15222-4751
  • T: 412.742.4850
  • F: 412.742.4851
  • Map & Directions
  • Map & Directions

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