How can you pursue what matters most?

• AZ
• CA
• CO
• CT
• FL
• GA
• IA
• ID
• IL
• IN
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• NC
• NJ
• NM
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WV

Having worked in the financial services industry for over 35 years, Ray has gained broad based experience, particularly in serving the wealth management needs of affluent individuals, families, business executives, and professionals. In addition, he works closely with nonprofits and foundations where his experience can be utilized. Nepa/Susco's goal is to provide their clients with the highest level of service in the following areas: investments, risk management, estate planning strategies, and tax advantaged investing strategies. Outside of work, Ray supports a number of organizations, including the University of Pittsburgh.  Ray lives in Washington county with his wife, Patricia. 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AZ
• CA
• CO
• CT
• FL
• GA
• IA
• ID
• IL
• IN
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• NC
• NJ
• NM
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WV

Jennifer works with high net worth individuals, business owners, and charitable organizations, building long term relationships and providing intellectual insights on wealth strategies. She holds the CERTIFIED FINANCIAL PLANNER™ certification, an Executive Certificate in Financial Planning from Duquesne University, as well as a Certified Private Wealth Advisor Certificate from the University of Chicago Booth School of Business Executive Education. Jennifer focuses on long term client relationships, retirement planning, education funding, as well as wealth accumulation and wealth preservation strategies. She holds the Series 3, 7, and 66 securities licenses, in addition to her health and life insurance licenses.

Jennifer began her career at UBS in 2007 and shortly after was navigating the rocky waters of the financial crisis with clients. In the Summer of 2018, Jennifer obtained the Wealth Advisor Designation at UBS.

In addition to providing wealth planning services, Jennifer serves as the Vice President of the Georgetown Club of Pittsburgh. She served as the past co-chair of the United Way Personal and Professional Development team, on the Board of the Humane Animal Rescue, and as an alumni interviewer for Georgetown University. She is an active member at St. Martha and Mary Parish, a member of the Duquesne Club, serving on the Women of the Club Committee, and is an advocate of Women's Leadership in the community.  She currently resides in Allison Park with her husband, Joe, daughter, Lillian, and mini Goldendoodle, Palmer. She enjoys the performing arts, playing golf, tennis, and traveling with her family and friends.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• AZ
• CA
• CO
• CT
• FL
• GA
• IA
• ID
• IL
• IN
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• NC
• NJ
• NM
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WV

Julia joined the Nepa/Susco team after two years of industry experience with a regional firm.  Her primary focus is on client relationships and financial planning. Julia works with clients to identify their financial goals and develop and implement long term financial plans tailored to their individual situations. In addition, Julia’s attention to detail allows her to oversee the daily operations of the team and ensure a high level of service to our clients. Julia holds the Series 7 and 66 securities licenses, as well as health and life insurance licenses. In 2018 Julia earned an Executive Certificate in Financial Planning from Duquesne University and obtained the CERTIFIED FINANCIAL PLANNER™ certification. She graduated from the University of Pittsburgh with a B.S. in finance and a minor in economics. Julia lives in the North Hills of Pittsburgh with her husband and their two children. In her spare time, Julia enjoys cooking, reading, and spending time with family and friends.