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Win provides comprehensive guidance in all aspects of his clients' financial lives. His practice focuses on investment portfolio management and creating and implementing strategies to help his clients build and preserve wealth, plan for education and retirement as well as to achieve charitable and family wealth transfer objectives. He is an Accredited Investment Fiduciary™ (AIF
®) providing services to non and for-profit organizations helping them manage and govern their endowment and qualified plan assets. Exceptional client service, responsiveness and accessibility are hallmarks of his growing practice.
Win is a founding member and CEO of Shorebridge Wealth Management, which launched in June 2013. Previously he spent 20 years at Hunter Associates serving as a financial advisor, shareholder and managing director responsible for day to day management and strategic planning.
Win has a bachelor's degree in economics and concentration in financial analysis from Dickinson College. He is a graduate of the College for Financial Planning, the Securities Industry Institute at the Wharton School of the University of Pennsylvania and holds the Accredited Investment Fiduciary™ (AIF® ) designation awarded by the Center for Fiduciary Studies. He has the FINRA series 4,7,9, 10, 63 and 65 licenses.
Win lives in Gibsonia, Pennsylvania with his wife Karen and four children. He is active in the non-profit community, currently serving as a board officer for St. Barnabas Communities located in Gibsonia. For enjoyment, he is an avid golfer and shotgun sports enthusiast.
Reed provides comprehensive wealth management and financial advice to high-net-worth clients and institutions. Reed began his career in wealth management in 2007 and has worked with Shorebridge Wealth Management since 2014. Reed began his career as a lender and credit analyst with the corporate banking group at Dollar Bank.
Reed holds a bachelor’s degree in managerial economics from Allegheny College, holds the Chartered Financial Analyst designation, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is a Chartered Advisor in Philanthropy. He has received an Executive Certificate in Financial Planning through Duquesne University’s School of Leadership and Professional Advancement.
Reed is active in the non-profit community. He currently serves as Co-Chair of the Grantmaker’s Committee of the Children’s Trust of the Children’s Hospital of Pittsburgh Foundation. Reed also serves on the financial literacy committee of CFA Society Pittsburgh where he has led the society’s high school outreach and educator programs. His efforts were recognized by the CFA Society Pittsburgh in 2016 for excellence in financial literacy education. Reed enjoys spending time with his wife, Holly, and their two children, Keer and Aylee. He is a sports enthusiast and enjoys just about anything outdoor-oriented.
Katie is a founding partner and managing director of Shorebridge Wealth Management. Prior to starting Shorebridge, Katie was a managing director at Hunter Associates, Inc., where she worked for 12 years. Before joining Hunter Associates, she served as the vice president of finance and administration for AAA East Central. Katie was also a senior consultant for Ernst & Young, LLP and worked for Rockwell International as a manager of human resources and as a systems analyst.
Katie holds an MBA degree from the University of Pittsburgh and a bachelor’s degree from the University of Michigan in Ann Arbor. She has held the Chartered Financial Analyst designation since 1998.
Katie currently serves on the Board of Directors for Aquinas Academy and volunteers for several service projects in her local community. Katie is a member of the CFA Society of Pittsburgh and the CFA Institute.
Kyle is a founding member of Shorebridge Wealth Management. In his role as a financial advisor, Kyle focuses on the development and implementation of comprehensive financial plans and also provides retirement plan counsel to small businesses. Prior to starting Shorebridge, Kyle worked for Hunter Associates, Inc. for five years. Kyle began his career as an accountant for the Federal Home Loan Bank of Pittsburgh.
Kyle holds a B.S.B.A. degree in accounting from the University of Pittsburgh. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has received an Executive Certificate in Financial Planning through Duquesne University’s School of Leadership and Professional Advancement. He enjoys applying the concepts of proper financial planning across a wide spectrum of clientele, from young savers to those in or near retirement.
Kyle and his wife, Courtney, live in Indiana Township with their two children, Lucas and Eliana. He has previously served on the finance committee of his church and as a board member for the Pittsburgh Urban Christian School, where he attended elementary school. Kyle enjoys a variety of sports and activities including golf, skiing, snowboarding, lacrosse and platform tennis.
Ashby joined Shorebridge Wealth Management in March of 2018. He has been a retirement planner for more than a decade and provides comprehensive retirement planning services and portfolio management. He loves helping his clients answer the variety of questions that arise throughout the retirement planning process such as how to create reliable income from their portfolio, when to claim Social Security, how to deal with long-term care and more.
Ashby writes a blog at www.retirementfieldguide.com, and some of his articles have been featured on CNBC and MarketWatch. He is passionate about increasing retirement literacy and speaks regularly around the Pittsburgh area. He is part of the Pittsburgh Chapter of the Financial Planning Association.
Ashby holds a bachelor’s degree in accounting and information systems from Virginia Tech. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and serves clients locally and across the country.
Ashby and his wife, Beth, have two sons, Emory and Turner. He is an avid golfer and paddle tennis player.
Mark focuses on the development and implementation of wealth management strategies for clients both locally and across the country. He also provides retirement plan counsel to small businesses. Prior to joining Shorebridge in January 2018, Mark participated in Merrill Lynch’s Practice Management Development program.
Mark graduated with a bachelor’s degree in economics from The Ohio State University. He received an Executive Certificate in Financial Planning through Duquesne University’s Palumbo - Donahue School of Business and holds the Accredited Asset Management Specialist℠ (AAMS®) designation through the College for Financial Planning and the Accredited Investment Fiduciary designation awarded by The Center for Fiduciary Studies. Professionally, he holds the Series 7 and 66 licenses as well as life, accident and health insurance licenses. Mark has completed the Raymond James’ Advisor Mastery Program and is pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Mark enjoys playing basketball and is an avid golfer. He is an ambassador for St. Anthony’s School Programs, which focuses on helping students with intellectual disabilities.
Dena is a founding member of Shorebridge Wealth Management where she serves as a senior compliance associate and registered sales assistant for our advisory team. Prior to Shorebridge, she worked for Hunter Associates for 16 years as a registered sales assistant and handled fixed income trading across the firm. She began her career at Parkvale Savings Bank and then spent several years at PNC as a brokerage and trading assistant.
Dena is a general securities principal and holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College of Financial Planning. Professionally, she holds the Series 7, 24, 51, 63 and 66. She is a former director of the Pittsburgh Stock & Bond Club. She currently resides in Robinson Township with her husband Don, and their dog Bella. They enjoy nature, outdoor adventures, and spending time with their two adult children, Alan & Kaitlyn.
Rachel joined Shorebridge Wealth Management in 2019 as a professional client associate supporting a team of financial advisors. Prior to joining Shorebridge, she worked in private banking at BNY Mellon as a client service delivery representative and in wealth management at PNC as a senior client solution specialist.
Rachel graduated with a bachelor’s degree in business administration from Kent State University. She holds an MBA from the University of Pittsburgh. She is currently studying for the Series 7 exam. Rachel enjoys living in the North Hills, spending time with her family, friends and her adopted cat.
Stacy joined Shorebridge Wealth Management in 2016 as a receptionist and administrative assistant supporting all facets of practice compliance and general administration. Prior to joining the Shorebridge team, she worked for nearly three decades in various capacities for the U.S. Department of Energy.
Stacy is an avid fan of the Pittsburgh Steelers and Penguins and in her free time, she likes to spend time with family and friends. She and her husband are empty-nesters living in the South Hills of Pittsburgh.