With over forty years of experience, Howard launched his career in the business in 1982. His academic achievements include a BS in Business Administration from Robert Morris University, and CLU and ChFC designations from the American College of Financial Services. 

As a financial professional and an active member of his community, Howard is dedicated to helping individuals and businesses invest and preserve their wealth.  To stay ahead of the trends and current with the latest technology in wealth management, he regularly attends training and certification programs.

Howard loves being a grandfather.  He is a member of Wildwood Golf Club, where he plays Pickleball and Paddle. He volunteers his time teaching Financial Literacy Concepts at various Non Profit events.

Howard lives in Fox Chapel, Pennsylvania with his wife, Jackie. His daughter, Margo, graduated with a degree in Journalism from the Universiy of Maryland.  She currently works as a consultant in the public relations and communications industry, and resides in Pittsburgh's northern suburbs with her husband Justin, and their son, Madden. His son, Bradley, graduated with a degree in Finance at Kent State University.  Bradley is Vice President and Financial Advisor at Shear Capital Group. We invite you to click here to read more about our history as a family firm.