At Smart Retirement, we're more than just a financial planning firm; we're your partners in building a future you can look forward to. Our commitment to transparency, integrity, and excellence has made us a reputable name in retirement planning.

Your Dedicated Financial Planning Partners

We are a team of experienced financial advisors dedicated to providing personalized, strategic financial planning solutions that address your unique retirement goals.

Our Team

I've been with Smart Retirement for nearly two decades, an experience that's been both a professional journey and a personal growth adventure. My foundation in the brokerage business is deep, having been "raised" in this dynamic environment for the last 20 years. I've been relentlessly gathering knowledge and experience, always striving to stay ahead in the fast-paced world of finance. My career kicked off on the energetic floors of the exchanges, where I was one of the seasoned "old wire operators," executing trades for brokers with diligence and accuracy. This role was just the beginning of my ascent. Over the years, I've achieved significant professional milestones, including obtaining my Series 7, Series 63, series 66, and Series 24 licenses. These achievements were particularly remarkable as I navigated the challenges of motherhood; I earned my Series 7 license while expecting my second child and caring for my first. My determination during this period reflects my commitment to both my career and my family. Speaking of family, I hail from Weirton but have since made Pittsburgh my home. It's here that I've raised two incredible daughters, both of whom have grown into successful and inspiring young women. My journey has not just been about climbing the professional ladder but also about laying down roots and building a strong, supportive family environment. My daughters are a source of immense pride, and they embody the values of hard work, perseverance, and compassion that I've always held dear. Together, we've created a life that balances the demands of a fast-paced career with the warmth and grounding of family life.

Senior Financial Advisor

I bring a versatile skill set to the table here at SMART Retirement. Alongside Medicare Broker duties with clients, I navigate the intricate realms of multimedia management, ensuring our content reaches diverse audiences effectively. As a devoted father of two, Jaxson and Jordin, and husband to Ashleigh since 2012, family is at the heart of everything I do. My family is the reason I am in this business, and why I want to help people approaching retirement. Turning 65 brings its own challenges. I can help be your Medicare Matchmaker... I will take a technological approach and make sure as many doctors and perceptions drugs are a part of your Medicare plan selection. 

My wife and I found joy in raising our children in the close-knit community of Weirton, WV. Outside of my work and family life, I channel my passion for sports through coaching Track & Tield, Tee-Ball & Softball, and playing hockey, all while running a thriving video production company, merging creativity with entrepreneurial spirit.

Medicare Broker

I started in the industry nearly 40 years ago in 1985 after graduating from West Virginia University with bachelor's degrees in both Business and History. My years of experience in the industry have defined my unique approach to the brokerage business–one that combines a nuanced understanding of fixed income with a client-centric attitude and service. In dealing with clients across my positions at EF Hutton and Merrill Lynch, and as a Registered Representative of The O.N. Equity Sales Company (ONESCO), my process has been the same: understand my client, understand the market, and understand success. Having led my clients and their portfolios through the ‘87 financial crisis, the Dot Com Boom, and the Housing Crisis in ‘08, I have a set of managerial and financial skills that allow me to support my clients and their financial well-being holistically. I take these same values outside of the boardroom and into my community. There, I have served not just as a father of three children, but also as the coach of my child’s youth soccer team and a volunteer firefighter of more than 25 years. These years of service have included serving as the fire department president and a member of the board.


I am an administrator and insurance agent at Smart Retirement. I play a crucial role in preparing for client meetings and handling clients' day-to-day needs, ensuring they receive the best possible service and support! My attention to detail and commitment to client satisfaction help build lasting relationships and provide clients with peace of mind. I am newly married as of 2024. My husband, Kohlby, and I live in Pittsburgh and enjoy everything the city has to offer! We love to hike, read, and travel. My real passion in life is helping others become the best version of themselves, which shows in both my work and personal life.

Your Dedicated Financial Planning Partners

Our Team

Pamela Weaver

Aaron Gurskey

Charlie Ross

Kelsey Jebbia