Guide to Understanding Advisor Designations 11 Things you Probably Didn't Know.....
Firm Purpose—Helping our clients to create greater opportunity for themselves by leveraging our exceptional capabilities. In doing so, they are able to transcend their notion of what is possible.
Phone: 724.942.2639Email: firstname.lastname@example.org
Amy is the CEO and founder of Braun-Bostich & Associates. She spends much of her waking day trying to bring more value to the table for her clients, employees and family members-not necessarily in that order.
Amy has over 29 years 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, an MSFP (Master of Science in Financial Planning) and a CFP (Certified Financial Planner), APMA (Accredited Portfolio Manager Advisor) from the College of Financial Planning. She also has a CFS (Certified Fund Specialist)) from the Institute of Business & Finance and a CLTC (Certification in Long Term Care) from the Corporation for Long Term Care.
Family & Interests
When trying to separate herself from the business, Amy enjoys reading, walking, travel and gardening, but mostly just hanging out with her family. Amy has two children, two dogs, and one husband.
Phone: 724.942.2639 Email: email@example.com
Cassie’s journey with Amy began while completing her bachelor’s degree in business administration at California University of Pennsylvania in 2001. While learning every facet of the business over the past 18 years, Cassie became a (CFP) Certified Financial Planner® in 2009 and an (EA) Enrolled Agent in 2014.
Cassie believes that financial planning and helping each client define and achieve their goals is truly understanding who they are as individuals and what (and who) is most important to them. It’s forming and maintaining these relationships that she enjoys most about the business.
Born Cassandra Bioni, she goes by Cassie and was raised in Lawrence, Pennsylvania. Cassie is married with two amazing children and enjoys being in the sunshine, running, trying new restaurants and catching up with family and friends as often as possible.
"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 entered the financial services world in December of 2015 and is in the process of learning all there is to know about the industry. She has obtained her Pennsylvania State Insurance License along with the Series 7 and Series 66 securities registrations, and most recently secured her Certified Financial Planner (CFP) designation. In the office, she is primarily responsible for the gathering of data from clients and keeping client profiles updated.
In 2010, Tammy received her Bachelor of Arts degree in English and Spanish from Washington & Jefferson College in Washington, PA. After graduation, she enrolled in a Global Cultural Studies program at the University of Lyon, in France that focused on the associations between language, identity, and ethnicity.
Family and Interests
Tammy volunteers as an English tutor through the Greater Pittsburgh Literacy Council. She enjoys traveling, shopping, yoga, and dining out with family and friends. Her cat, Sissy, is the living embodiment of the idiom “curiosity killed the cat”.
As an essential element of the firm’s aggressive growth plan, Steve joined Braun-Bostich & Associates in 2015 to shape its client care and acquisition strategy. In consort with amplifying its name recognition and public awareness of strengths and capabilities, Steve spends the majority of his time tactically executing on enhancing the firm's expertise in support of business owners and high-net-worth individuals and families.Market-facing accountabilities and oversight include: pursuing and introducing key market influencer relationships to the firm’s advisory team; business, center of influence (COI) and individual networking relations; website design, content and upkeep; exploitation of email and social media marketing initiatives; maintaining general firm and niche market collaterals and all aspects of public relations.Prior to his affiliation with Braun-Bostich & Associates, Steve enjoyed over 20 years in executive level sales and marketing roles within the high-tech hardware/software space—followed by more than a decade in real estate development.Family & InterestsSteve has been a resident of Bethel Park, Pennsylvania for the past 28 years with his spouse Marylou and two grown sons. He enjoys biking in and around the Pittsburgh area as often as possible.
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.
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."
With over 35 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-concierge or organizing events, Pam’s day-to-day responsibilities include: overseeing the business and financial operations of the firm, compliance monitoring, advisor licensing upkeep, marketing and payroll 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.
Pam has been married for 39 years has three grown children and three grandchildren. She enjoys concerts, plays, walking, being outdoors, spending time with family, and reading (when she gets the time).
Deb’s tenure in effectively servicing the investment needs of financial planning clienteles spans more than two decades—the past five with Amy and team at Braun-Bostich & Associates collaborating in the management of client investment portfolios.Subsequent to securing her Series 7, 66 and Pennsylvania insurance licenses, Deb acquired her Registered Paraplanner SM or RP® designation from the College for Financial Planning. Individuals holding the RP® designation have completed a comprehensive course of study encompassing the financial planning process, its five disciplines and general financial planning concepts, terminology and product categories.Within her scope of portfolio management deliverables, Deb invests client-side assets in products ranging from cash to bonds and securities to various insurance products and limited partnerships. Executing trades within these portfolios to the benefit of each Braun-Bostich & Associates client.
Beyond client trading activities, Deb takes great pride in further servicing clients as a liaison between each of them and internal operations. Day-to-day services provided include account set ups, money movement, intercompany transfers, estate settlements,beneficiary designations and monitoring (RMDs) Required Minimum Distributions. She also assists her colleagues in preparation for client meetings.
Family & Interests
A resident of Bridgeville, PA, Deb enjoys spending time with her husband, children and grandchildren along with traveling, yoga, reading, and trying new recipes.
Phone: 724.942.2639 firstname.lastname@example.org
Lorraine has been with Braun-Bostich & Associates since 2014 and has over 30 years of experience as an administrative assistant—20 plus within the financial industry.
She provides support to the firm through various responsibilities including client correspondence, directing incoming calls, scheduling client appointments, and assisting with special projects. Whether on the phone or greeting clients at the door, you are always met with a warm, pleasant welcome by Lorraine. She personifies exceptional client care and is a vital contributor to the firm’s commitment to delivering consummate client experiences.
Lorraine is a graduate of Bradford Business School with an associate degree in business from Robert Morris University in Pennsylvania.Family & Interests
Lorraine and her husband Mark are longtime residents of Bethel Park, Pennsylvania. Lorraine enjoys beach vacations and spending time with her two daughters, Amanda & Angela.