Get to know our leadership team

Leadership at the Monroeville office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Craig Fiedler

Craig Fiedler

Managing Director

Photo of Growth and Development Director David Herbeck

David Herbeck

CFP®

Growth and Development Director

As a CERTIFIED FINANCIAL PLANNER™ professional, my mission is to provide clarity and structure in your financial life and build a trusting relationship that serves your needs through holistic financial planning. We will create a roadmap to help protect and provide for the people you care about, as well as help you achieve your goals for wealth accumulation, protection and distribution.
Photo of Director of Development Clare Waller

Clare Waller

Director of Development

Photo of College Unit Director Zachary Brucher

Zachary Brucher

College Unit Director

The starting point of any financial conversation should be centered around you, your life, your family, your priorities and your goals. I take an integrated approach on financial planning, at the same time keeping integrity, confidentiality and my client’s best interests in mind. The outcome is building wealth, preserving it, and helping people become financially independent.
Photo of Field Director Jeff Cavett

Jeff Cavett

Field Director

Photo of Director of Recruitment and Selection Tara Monaco

Tara Monaco

Director of Recruitment and Selection

Photo of Director of Campus Recruitment and Selection Jenna Villa

Jenna Villa

Director of Campus Recruitment and Selection

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