YEAR IN REVIEW 2020
Business
Surpassed our 15-year business anniversary on September 7! Although our planned celebration and client appreciation events had to be postponed due to the pandemic, we look forward to finding a way to celebrate sometime in 2021 as permitted.
Enhanced education and experience via continued participation in a terrific Study Group comprised of other highly successful advisors from throughout the U.S. Attended meetings in Florida in January and online (due to pandemic) in July.
Qualified for New York Life's President's Council,1 representing the top 5% of roughly 12,000 Agents at New York Life. 2020 was the 10th consecutive year of achieving this level or better (Executive Council annually from 2007-2010, President’s Council annually from 2011-2016 and 2018-2020, Chairman's Council in 2017).
Qualified for the third time as a "Court of the Table" member of The Million Dollar Round Table, The Premier Association of Financial Professionals®.2
Community Support
Served as a Board Member for the Jefferson County Chamber of Commerce, as well as a member of various committees.
Coached both Spring and Fall baseball sessions for our son's 8U league.
Served as Chairman of the 2020 Jefferson County Chamber of Commerce Golf Classic.
Personal [John]
Our son is now age 6 and in 1st grade. Thankfully he, his classmates, teachers and the entire school district are handling the challenges of 2020 quite well...masks and all!
My wife, Erin, continues to enjoy and succeed in her real estate work.
We took a quick trip to visit family in NC and got to spend some isolated time on the beach there.
Personal [Hallie]
Joined the team in November 2019 as a marketing assistant.
Spent the stay-at-home orders keeping up with three daughters—ages 9, 8, and 6—grateful they were able to return to school in September!
Personal [Nicole]
Surpassed 8 years working in our Steubenville Office.
Expanded the cattle herd on their farm.
Spent a lot of family time outdoors and riding bikes with her kids — Steve is now 10, and Hailey is 4.
Products & Services We Offer
Retirement planning
401(k) consolidation/rollover
Traditional IRA and Roth IRAs
Long-term care insurance
Life insurance
College savings and other investment options
1Council is an annual company recognition program based on agent production from July 1- June 30.
2The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. John qualified for MDRT in 2009, and annually since 2011.
Our Locations
3911 Sunset Blvd., Unit 1
Steubenville, OH 43952
225 W Station Square Dr., Suite 300
Pittsburgh, PA 15219