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40 Lincoln Way, Suite 300, North Huntingdon, PA 15642

724-515-2726
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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Growing up in the home of a self employed cabinet maker, I have come to view investments as tools. Only by getting to know the client personally, can we put a plan together that will use those "tools" to pursue their goals and dreams.

I believe that building personal relationships with my clients is more important than building an investment portfolio for them. So, I implement individual focused solutions versus a “cookie cutter, one size fits all” product push that unfortunately have been employed by other financial firms for years. This personal consultative approach has allowed me to earn and maintain long lasting relationships with my clients.

Let’s connect and talk about a commonsense approach to your financial future. I’m looking forward to hearing from you.

I reside in the North Huntingdon, PA area and am married with 4 children and three grandchildren. I am active in my church and enjoy playing percussion on the worship team, teach small home group classes and enjoy woodworking in my home workshop.


Bobbi Jo Merkt

Bobbi Jo Merkt

Administrative Assistant

724.515.2726

James McCrorey

James McCrorey

Managing Director, Private Wealth Advisor

724-515-2726

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.