Jim Mashey

After more than three decades advising families and business owners, the moment that still means the most to me is a call from a client telling me the plan we built actually worked. Watching someone go from quietly worried about money to settled enough to focus on the rest of their life is the part I have never grown tired of.

Much of what I focus on comes down to the questions that tend to weigh on you, like keeping your family protected with insurance, building toward retirement, turning a lifetime of savings into steady income, and sorting out the financial side of running your own business. I learned this business in an era when I earned a client's confidence by answering my own phone, knowing the people I worked with by name, and staying long enough to be judged by how their plans turned out. I still work that way today, here in Sarver and across the greater Pittsburgh area.

Credentials

• LUTCF®
• RICP® (Retirement Income Certified Professional), conferred by The American College®