1 August, 2023
Cory J. Phillips, CFP®, CRPC™
Email: cphillips@fortpittcapital.com FOCUS As a financial advisor, Cory works with individuals to achieve their version of financial success. Cory's goal is to help his clients reach their goals. Utilizing his field knowledge and extensive team resources, he finds the investments and plan of action needed to turn an aspiration into a plan and then reality. From[...] Continue reading9 July, 2021
Richard Roberto, CFP®
Email: rroberto@fortpittcapital.com FOCUS Rico utilizes thorough communication to build extensive financial plans that help map clients’ financial lives. As a financial advisor, he enjoys helping clients set and achieve goals, whether they be short-term, long-term, or both. He focuses on providing a great client experience and adding value wherever possible. CAREER[...] Continue reading21 August, 2020
Kaitlyn Haney, CFP®
Email: khaney@fortpittcapital.com FOCUS As a Financial Advisor, Kaitlyn helps guide clients to achieve their short and long-term financial goals by developing a detailed financial plan, implementing changes to that plan, and monitoring their ongoing success. CAREER HIGHLIGHTS Kaitlyn joined the firm soon after graduating from Penn State Behrend. In March of 2020, she[...] Continue reading21 August, 2020
Skylar H. Riddle, CFP, CPWA®
Email: sriddle@fortpittcapital.com FOCUS Skylar enjoys working with people of all backgrounds to develop personalized financial goals through careful and diligent planning. Seeing people reach those goals, and the relationships built along the way, are the most rewarding aspects of his work. CAREER HIGHLIGHTS Skylar began investing at the age of nine after his[...] Continue reading21 August, 2020
