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.
 

 
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.

 
Anna Bartlett

Anna Bartlett

Director of Marketing
Office 412-281-5540

Anna joined the team in January 2019, beginning as a Marketing Intern. She is currently studying marketing and integrated marketing at Duquesne university, and is scheduled to graduate in May, 2020 with her B.S of Science in Business Administration. Anna is an active member of a business professional fraternity on campus which specializes in marketing, sales, and business management. Additionally, Anna spent a semester studying in Italy during her sophomore year to expand her cultural perspectives and to gain an edge in international business. In her free time, Anna enjoys spending her time traveling, attending concerts, and relaxing with friends and family.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck