Amy Braun-Bostich
Founding Partner, CEO & Private Wealth Advisor
Amy is the CEO and founder of Braun-Bostich & Associates. She spends much of her waking day trying to create more value for clients, employees, and family members - but not necessarily in that order.
Amy has over 30 years of experience in the Financial Services business and has invested the time and discipline toward ongoing education to bring her clients the best advice possible for their situation. Amy has a BA in Psychology from UCLA, a MSFP (Master of Science in Financial Planning), a CFP® designation (Certified Financial Planner), and an APMA® designation (Accredited Portfolio Manager Advisor) from the College for Financial Planning. She also has a CFS® designation (Certified Fund Specialist) from the Institute of Business & Finance and a CLTC® (Certification in Long-Term Care) from the Corporation for Long Term Care. She was named one of Pennsylvania's Top Women Wealth Advisors in Forbes' 2022 and 2023 Best-In-State list.
Family & Interests
When trying to separate herself from the business, Amy enjoys reading, walking, traveling, and gardening, but mostly just hanging out with her family. Amy has two children, one grandchild, one dog, and her husband.
Cassandra L. Kirby
Partner, COO, CCO & Private Wealth Advisor
Cassandra Kirby (Cassie) is part-owner and lead advisor with Braun-Bostich & Associates. She is a graduate of Canon-McMillan High School and California University of Pennsylvania. She became a Certified Financial Planner (CFP)® in 2009, and an Enrolled Agent (EA) in 2014. She is currently a CPA candidate in the process of earning her CPA license. She has been with the firm since 1999.
In addition to her role as a partner/lead advisor, Cassie maintains and oversees the firm’s compliance program and creates unique tax planning strategies for the firm’s clients that align with their overall needs and goals.
Cassie believes holistic financial planning and helping each client define and achieve their goals is rooted in truly understanding who they are as individuals and what is most important to them. It’s developing these relationships that she finds most rewarding.
Family & InterestsBorn Cassandra Bioni, she was raised in Lawrence, Pennsylvania. She’s married with two children and enjoys being outside running or hiking, trying new restaurants and traveling, baking, and just spending time with her husband, kids, family, and friends.
"What most of my relationships, both personal and professional, have in common are many years. My best friends are those I went to Kindergarten with years ago. I believe loyalty and trust are foundational components of any relationship. As an Associate at Braun-Bostich & Associates, these qualities are reflected in the relationships we have built and continue to nurture with our clients.”
Tammy Pompei
CFP, Associate Financial Planner
Tammy Pompei is an Associate Financial Planner at Braun-Bostich & Associates. Tammy has been with the company since 2015. She is dedicated to helping individuals and families work toward pursuing their financial goals. Tammy believes in the importance of building and maintaining relationships with clients and educating them financially. She recognizes that no two clients are the same and is committed to understanding and appreciating each client’s unique situation. Tammy works diligently to help develop achievable goals and to implement strategies to reach them.
Tammy earned her CFP® designation in 2019. She received her undergraduate degree from Washington & Jefferson College.
Family and Interests
Tammy resides in Canonsburg with her husband and daughter. She enjoys traveling, trying new restaurants and cafes, reading, jogging, and spending time with loved ones.
Doug Bostich
Financial Planning Specialist & Compliance Manager
Phone: 724.942.2639
dbostich@braun-bostich.com
Doug has spent more than two decades with Amy and team at Braun-Bostich & Associates.
As part of the firm’s Financial Planning team, Doug is responsible for construction of financial plans, review preparation, and research. When not immersed in building client plans, Doug leverages his technical expertise leading the firm’s technology initiatives from idea to application—all with an eye towards ensuring the highest caliber of service delivery and improving upon the client experience.
Doug is a graduate of California University of PA with a B.S. degree in Finance and currently holds the Series 66 and 7 securities registrations along with a Pennsylvania state insurance license.
Family & Interests
Doug resides in Bentleyville, PA with his wife Erika and Pomeranian, Pippi where he enjoys photography and spending time outdoors running and hiking the trails at Mingo Creek Park.
"Being part of the firm’s persistent dedication to the growth of each client’s financial life from inception to date has been the utmost in personal reward."
Rachel Bostich
Client Service Specialist
Phone: 724.942.2639
rbositch@braun-bostich.com
Rachel joined Braun-Bostich & Associates in the beginning of 2024 as our Client Service Specialist. Rachel will be assisting clients in all aspects of portfolio management: account set ups, money transfers, estate settlements, RMDs, charitable distributions, and more.
Rachel graduated from California University of PA in 2018 with her bachelor’s in education with certifications in math and science. She is currently furthering her education to become a paraplanner through the College for Financial Planning.
Family & Interests
Rachel lives in Coal Center with her husband, her daughter, and her two dogs. She loves doing any activity with her family and friends including walking in the park, going out to eat, swimming, or shopping - but her husband usually sits out the last one!
Pamela Wright
Human Resources Manager & Client Concierge
Phone: 724.942.2639
pwright@braun-bostich.com
With over 40 years of experience in client relations and support services, Pam joined the Braun-Bostich & Associates team in 2000. When not engaged as the firm’s client service representative, Pam’s day-to-day responsibilities include helping clients, overseeing the business and financial operation of the firm, and HR activities.
As a consummate client service steward, she feels that taking service to the next level is one way to shape and solidify long lasting client relationships—an integral facet of what Braun-Bostich & Associates is about.
Family & Interests
Pam has been married for 45years has three grown children and four grandchildren. She enjoys concerts, plays, walking, being outdoors, spending time with family, and reading (when she gets the time).
Madeline Bartman
Administrative Assistant & Director of Marketing
Phone: 724.942.2639
mbartman@braun-bostich.com
Madeline, who goes by Maddie, joined Braun-Bostich & Associates in 2022 with a background in Public Relations and Communications - plus six years in administrative work. Her past employment has varied with non-profits, work in the medical field, and the Pittsburgh Penguins.
Maddie studied Public Relations, Advertising, and Applied Communications at Point Park University in Pittsburgh, Pennsylvania.
Maddie's oversees scheduling client appointments, client correspondence, directing phone calls, and supporting special projects. She also works on planning and effecting internal and external communications and marketing strategies. Maddie maintains and builds the office's marketing campaigns, social media, podcasts, and website.
Family & Interests
Maddie resides in Peters Township, Pennsylvania with her husband and puppy, Penny. Out of the office Maddie enjoys going on walks, kickboxing, trying new cooking recipes, and weekends spent with family and friends.
