Wealth planning that makes a difference

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Jim joined UBS in 1997 and has since received many accreditations and awards (please refer to the Recognition section). He focuses on high net worth individuals, business owners, retirement plans, asset allocation strategies and complex financial planning strategies. 

Jim holds the Series 7, 31, 63 and 65 securities licenses and his insurance license. He earned an M.B.A. with a concentration in strategic planning and finance from the University of Pittsburgh’s Katz Graduate School of Business. Jim graduated with a B.S. in business and a minor in history from Miami University, Oxford, OH.

Jim is an active member of the local community. He has previously served on boards of the Pittsburgh Symphony, Longue Vue Club, the Coalition for Christian Outreach and Beverly Heights Presbyterian Church.

Jim lives in Mount Lebanon with his wife, Erin. He enjoys spending time traveling with his family and playing golf.

• Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes America's Top Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June 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.

• Miami University of Ohio
• Katz Graduate School of Business, University of Pittsburgh, Masters in Business Administration

• Certified Investment Management Consultant
• Chartered Retirement Planning Counselor
• Chartered Retirement Plans Specialist℠

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Dan began his career at UBS in December 1999, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000. Using over 20 years of experience, Dan advises high-net worth individuals and business owners on wealth accumulation, preservation, and transfer strategies. His focus on financial and retirement planning, asset allocation analysis, and investment manager selection provides his clients with a full-service and holistic approach to wealth management. Dan also advises qualified retirement plans on plan design and fund selection, working closely with employers to provide a critical benefit to their employees.

Dan was named a Senior Portfolio Manager in the UBS Portfolio Management Program, allowing him to offer personalized, discretionary investment management to his clients. He has also completed the UBS Wealth Advisor Program, which educates exceptional advisors on connecting clients with the vast resources available at UBS and beyond.

Dan earned a B.S. in Finance and Investment Management from Duquesne University in Pittsburgh, PA. He is actively involved with his alma mater, as well as the American Cancer Society and various youth sports. Dan is an avid golfer, and enjoys travel, golf course architecture, and spending time with friends and family. He lives in Pittsburgh with his wife and two daughters.

• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June 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.

• Duquesne University, B.S.

• Senior Portfolio Manager
• Wealth Advisor

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As a relationship manager, John uses a goal-based approach to provide comprehensive financial planning, investment management, wealth transfer, and asset protection strategies for ultra-high net worth individuals, families, business owners and C-Suite employees. He also engages our retirement plan clients and their participants seeking to strategize around their financial needs. His goal is simple: help our clients balance life’s competing goals and protect their only non-renewable resource – time.

John joined the Rimmel Mehaffey Pessy Wealth Consulting group in 2017. He holds Series 7 and 66 securities licenses and his Life, Accident & Health insurance license. John graduated from Grove City College with a B.S. in Business Finance. An active member of his community, John sits as chair of the Institutional Advancement Committee of the Grove City College Alumni Council, and is heavily involved in the life of his church, Covenant Community. A lifelong basketball fan, he enjoys playing in league competition, and coaching his children.  He also loves the game of golf, and traveling with his wife, Lauren, their son Wilder, and daughter, Ivy. They reside north of Pittsburgh in Cranberry Township.

• Grove City College, B.S.

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As a Relationship Manager at UBS, Maggie brings a personalized approach to financial advising, working closely with both individual clients and managed account solutions across the business. Her primary focus is on Retirement Planning for working-age clients and Generational Wealth Planning for clients entering retirement. Maggie is passionate about building long-term relationships, educating clients and their families about financial matters, and ensuring that future generations are empowered to manage their wealth confidently.

Maggie joined the Rimmel Mehaffey Pessy Wealth Consulting Group in April 2022, after gaining valuable experience as a Financial Advisor at UBS’s Wealth Advice Center. She holds her Series 7 and Series 66 securities licenses, and she is a CERTIFIED FINANCIAL PLANNER™ professional. This CFP® certification provides Maggie with additional knowledge in comprehensive financial planning, and it enables her to offer clients highly tailored, holistic advice across all areas of wealth management—from investment strategies to working closely alongside tax planners and estate planners.

Maggie’s educational background—a B.S. in Neuroscience and Behavioral Biology and a B.A. in Psychology from Emory University—enables her to combine a deep understanding of human behavior with a strong foundation in financial strategy. This unique combination allows her to connect with clients on a personal level and anticipate their needs and concerns.

When she’s not assisting clients in achieving their financial goals, Maggie enjoys staying active through volleyball, Pilates, and exploring new destinations through travel.

• Emory University, B.S.
• Emory University, B.A.

• CERTIFIED FINANCIAL PLANNER®

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With a passion for finance, Anna enjoys working with clients to help them achieve their financial goals (anything from purchasing a Chanel handbag to saving for college!) and build generational wealth. Her attention to detail coupled with her strong communication skills make her a natural fit to be a frontline Senior Wealth Strategy Associate. With nearly a decade of financial experience working as a wholesaler and wealth management analyst, Anna joined the team in May 2023. Anna currently holds her Series 7 and 66 securities licenses.  Through her professional and personal experiences, Anna has learned that the best investment you can make in life is people.

She is the President of the Pittsburgh Stock and Bond Society which is a non-profit that gives back to the local, Pittsburgh community. She is actively involved in volunteering at the Pittsburgh Food Bank and Delmont Public Library. She resides in downtown Pittsburgh and can be found golfing in the summer and skiing in the winter.

• Grove City College, B.S.

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With twenty years of experience with the team, Christine is responsible for all aspects of client service and operations. She is also responsible for our client on-boarding process.

Christine joined the Rimmel Mehaffey Pessy Wealth Consulting Group in January 2003 after working as a sales assistant at Morgan Stanley and at a local venture capital firm.

She holds Series 7 and 66 securities licenses. She graduated from Indiana University of Pennsylvania with a B.S. in communications. In her spare time, Christine is an active participant in rowing and enjoys traveling and reading.

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Jenna has worked in the finance industry for over 15 years, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in November 2020 as a Senior Registered Client Service Associate. 

Jenna graduated from Youngstown State in 2008 with a B.S. in Finance. She holds a Series 7, Series 66 and her insurance license.  Previously, Jenna worked for Ameriprise Financial in Client Service and Planning.  She enjoys reading, cheering on her favorite sports teams, and trying new restaurants around the city.  Jenna and her husband, Justin, reside in Greentree and love traveling together.

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Taylor has worked in the finance industry since 2019 after graduating from Duquesne University with a B.S in Finance and a minor in Marketing. She joined the Rimmel Mehaffey Pessy Wealth Consulting Group in December 2022 as a Client Associate.

Taylor holds a Series 6, 63 and her insurance license. Previously, Taylor worked in the retail banking industry as a relationship manager, helping clients with their basic banking needs as well as retirement planning.

Outside of work, she enjoys riding her horse, spending time with her family, and frequently traveling to Florida for some much needed vacation time.