Relationship-Focused, Team-Oriented, and Centered on You

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our careers.

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Our Process

Thoughtful, customized strategies to meet you where you are and prepare you for where you want to go.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. Words on a page to some, but the basis for relationships to us.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Bill Mancino, Corey Utz, and Kate Lust are a client-centric, multigenerational Baird financial advisor team located in Pittsburgh, Pennsylvania. We are financial planners that also give investment advice. We do it in that order because that order matters.

We strive to become and remain our clients most trusted advisor by providing our clients with expert financial planning by leaning on a team of credentialed professionals.

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