Our Team

Our Team

Gregory J. Martik, CFP

Focus:  President and Principal.  Responsible for financial planning, strategic planning and portfolio design.

Experience:  33 years in the financial services industry.  Held senior positions at Charles Schwab Private Client and American Express Financial planning.  Holds Series 6, 63, 65, 7, 8 and Life, Health and Accident Licenses.

Community Involvement:  Over 10 years and 300 games coaching middle school basketball and youth baseball.  Enjoys fishing, reading and theater.

Education:  BA, California University of Pennsylvania.

Certifications:  Certified Financial Planner, CFP.

Personal:  Married with 6 children.
 

Jayme A. Russo, MBA

Focus:  Vice President and Principal.  Responsible for portfolio management and design.

Experience:  22 years in the financial services industry.  Prior positions were held at Charles Schwab Private Client and Parker Hunter.  Holds series 63, 65 and 7 Licenses.

Community Involvement:  Active in church related activities and coaches JV High School Baseball.  Taught economics at local community college for several years.  Teaches piano, likes to run and play golf.

Education:  BA, Grove City College.  MBA, Slippery Rock University, Summa Cum Laude in Economics.  Thesis in economics presented at Philadelphia Management Symposium for "Just In Time Inventory Management."

Personal:  Married with 2 children.
 

Robert M. Pulit

Focus:  Secretary and Treasurer, Chief Compliance Officer and Principal.  Responsible for all back office functions and compliance.

Experience:  28 years in the Financial Services Industry.  Prior position held at Charles Schwab, Inc..  Holds series 63, 65, 7, 8, and S99 licenses.

Community Involvement:  Member of the Greater Pittsburgh Compliance Roundtable.  Also coaches youth baseball.

Education:  BS, Robert Morris University.

Personal:  Married with 2 children.

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