Todd S Rosenfeld, CFP®, RICP®

Wealth Management Advisor

Our Team

The values and core principles that drive our work are integrity, urgency, clear communication, respect and collaboration.  We believe in co-authoring a family specific plan with you and guiding you to have an exceptional experience from beginning to end.

We look forward to building a close and lasting relationship with you that you'll grow to appreciate as you begin to achieve your future financial goals.
 

 

Abigail C Carlisle

Marketing Assistant
Office 412-281-5540

Abby is a current student at the University of Pittsburgh expected to graduate in April 2024 studying Marketing & Supply Chain management with a focus in Entreprenuership. Outside of the classroom, she sits as the Chief of Marketing for her Business Fraternity Phi Chi Theta. Furthemore, she maintains employment with Starbucks where she is able to upkeep her passion for coffee and create connections with the everyday customer. In her free time she weight lifts, explores the city, and does supplementary real estate work. Post graduation she hopes to get a Marketing position at a large corporation, such as Northwestern Mutual, and begin investing in properties. 

 
Donna M Sabo

Donna M Sabo

Associate Wealth Management Advisor
Fax 412-281-5116

Having lived in Pittsburgh all her life, Donna shares a great love for the city of the 412. She has been on Todd's team since 2006, and therefore has been key to the team's advancement, growing it into what it is today. Donna is responsible for day to day management of the office as well as assisting clients with all their insurance and investment needs. She will also help guide you through all aspects of putting together a comprehensive financial analysis with the rest of the team. Donna holds FINRA Series 6, 63, and 7 registrations as well as her Pennsylvania Life Accident and Health License. Donna is a proud mother of two grown sons who are enjoying their lives in the professional world. In her spare time, she enjoys hiking, flea marketing, reading, and spending time with her husband.

 
 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.