Seven Fields Wealth Management

Thanks to our friends at McLaughlin Distillery for coming in for our team building event on Thursday. Great local business with an excellent product.

September 29th is National Coffee Day. Stop in to the ofice for a cup. We would love to see you.

We will never forget. 9/11/2001. The heroes and victims of this tragic day will be in our hearts forever.

Almost 24 years after Fed Chairman Alan Greenspan coined the phrase irrational exuberance our colleagues at Alliance Bernstein discuss the current markets. https://www.alliancebernstein.com//rational-exuberance-exp

Happy First Day of Fall 2020!

We will never forget. 9/11/2001. The heroes and victims of this tragic day will be in our hearts forever.

Meet our Seven Fields Wealth Management Advisors! Sam Gaudio Sam is a Financial Advisor at Seven Fields Wealth Management. Sam’s expertise is in listening and understanding what makes each of our clients unique. This, in turn, allows him to provide clients with the important information they need to make confident decisions. He enjoys working with busy, hardworking, forward thinking individuals who are focused on matters that are in their control and who want peace of mind... knowing nothing is left to chance. Sam prides himself on being there to provide support and assurance to our clients no matter what the future might bring them. Sam graduated with a Bachelor’s degree in Business Administration specializing in Banking, Finance, and Economics from West Liberty University located just outside of Wheeling, WV. Sam has been working in the financial services industry since 2006. This industry experience has given Sam a unique perspective into all the different facets of the financial world. This, in turn, allows him to communicate to a client what he/she may be experiencing, and what to expect going forward. Sam & Chris Rondinelli began working with each other when they were both employed at Waddell & Reed in 2012. Sam later teamed up again with Chris at Seven Fields Wealth Management in 2015. Sam holds his Series 6 & 63 securities registrations with LPL Financial. Sam holds his Series 65 securities registration with Good Life Advisors LLC. Sam also holds his Life & Health insurance licenses as well. When Sam isn’t in the office he is busy being both a husband to his wife Angela (2009), and a father to his daughter Isabella (2015). Sam and his family reside in Follansbee, WV. Among the many activities that Sam enjoys include; traveling, camping, hiking, biking, cooking, skiing, playing and watching soccer, sampling and collecting craft beer, watching live music, playing Kan-Jam, checking out the newest/latest restaurants, playing fantasy football, and cheering on the Pirates, Penguins, Steelers, as well as WVU football and basketball.

Meet our Seven Fields Wealth Management Advisors! Robert Shields With both an undergraduate degree in Psychology and a master’s Degree in Rehabilitation Counseling from the University of Pittsburgh, Bob never would have guessed he would find himself in the business of helping people realize their financial life goals. 37 years later, he remains doing the work he loves. Bob’s client focus revolves around planning having a financial planning for life. Whether it be purchasing ...a home, educating children or considering life after work everything comes easier with a plan. Bob is a Certified Financial Planner with his Series 6, 7, 63, and 65 securities licenses as well as his life, health and annuity insurance licenses. Bob and his wife Kathy reside in Moon Township with their two children. He enjoys baseball, jazz and spending time with family and friends. http://7fieldswm.com/bob.html

Meet our Seven Fields Wealth Management Advisors! Rich Baur Rich is a second generation financial advisor. Mentored by his father, Rich learned the importance of financial planning at an early age. Rich became licensed as a financial advisor in 1983 and for over 30 years, has been managing his portfolio of clients. His mission is to help his clients stay on course in diversified investments to meet their personal financial goals. Rich prides himself on knowing his clients per...sonally, to be able to customize a plan that fits their life objectives. Rich has his series 6, 7, 63, and 65 securities licenses, along with life insurance and annuities licenses. Rich resides in his hometown of Wexford, PA with his wife Linda. He has 2 grown children. He is actively involved with community and church activities. Away from business, he enjoys working outdoors, attending hockey games, traveling and spending time with family and friends. http://7fieldswm.com/richard.html

Meet our Seven Fields Wealth Management Advisors! Chris Rondinelli Chris is a Financial Advisor with Seven Fields Wealth Management. Chris's mission is to help clients live their best life by minimizing the time that people spend managing their personal finances. He does this by acting as their personal Chief Financial Officer (CFO). As a personal CFO, Chris oversees and assists in virtually every aspect of a client's finances. Chris has a specialized service model and a ...well-defined process for pursuing this goal. Chris has been in the financial planning industry for over 8 years. He has a bachelor’s degree in Economics with a concentration in Finance from the University of North Carolina at Chapel Hill. Chris holds the following registrations: Series 6, 7, 63, and 65 with LPL Financial and licenses for Life & Health. He is also a member of the Financial Planning Association. As a teenager, Chris was fascinated with the stock market. He watched and learned and absorbed as much education as possible. As Chris got older, he saw too many examples of family and friends that struggled with their personal finances due to lack of time, lack of knowledge, and lack of help. These deficiencies led him to pursue a career in Financial Planning so that he could share his knowledge, education, and passion with others so that they could live their best life possible. Chris believes strongly in work-life balance. In his spare time, he likes to travel, golf, play tennis, cook, and read. He also enjoys spending time with his Great Dane and he enjoys all that the beautiful city of Pittsburgh has to offer.

Meet our Seven Fields Wealth Management Advisors! Michael Law Michael is a co-founder and partner of Seven Fields Wealth Management. He has over 17 years of industry experience as a financial advisor and is a CERTIFIED FINANCIAL PLANNER professional. In addition to his CFP certification, Michael holds multiple FINRA registrations as well as various state Life, Accident, and Health insurance licenses. Having grown up in South Texas, Michael earned his Bachelor’s degree in Fi...nance from the University of Pittsburgh. After 22 years in Pittsburgh, he relocated to Northern Virginia with his wife, Bernadette, and their two rescue pups. Michael is passionate about sports and enjoys staying active swimming, fishing, playing golf, and running the occasional Tough Mudder. Michael also has a tremendous appreciation for all things music. Although a child of the ‘80’s, his musical tastes are eclectic and span several decades and multiple genres. http://7fieldswm.com/mike.html

Meet our Seven Fields Wealth Management Advisors! Sean Menzies As an Independent Financial Advisor, Sean's mission is to help clients pursue financial independence through informed decision-making. Sean believes that financial planning is a lifelong, personal process that you create and adapt based on your needs, your values, and your unique situation. It is through such a process that you can work toward pursuing your most important aspirations. The following services are of...fered to personalize your plan: Analysis of your existing cash flow and financial position Identification of specific goals such as educating children, traveling, home remodeling Identification of appropriate investment strategies Creation of both retirement accumulation and distribution plan Estate planning seeking to ensure your wealth is passed efficiently and cost effectively to the people or organization you wish, at the time and the manner you want. After graduating with a Bachelor of Science in Business Administration from Robert Morris University in 2000, Sean continued his education by completing the Central Atlantic School of Banking Program at Bucknell University. The Central Atlantic School of Banking is a top 100 level school with courses in the banking system, understanding financial statements, federal & state banking regulations, compliance, and supervision. An LPL Registered Representative and Investment Advisor Representative with Good Life Advisors, LLC in Pennsylvania, Sean also has his life and health insurance licenses. Sean has been a Financial Advisor since 2008 and partnered with 4 other local advisors in 2013 to establish Seven Fields Wealth Management. Sean's comprehensive approach centers largely on client education and interaction. This approach allows clients to be part of the team rather than bystanders. He utilizes his experience to develop strategies that focus on preserving assets from market volatility, customizing portfolios to match the individual goals and constraints, and assisting clients with life's many unknowns as they arise. http://7fieldswm.com/sean.html

Meet our Seven Fields Wealth Management Advisors! Patrick Devlin Many people find that using a financial advisor can help them pursue their financial goals. As an experienced financial professional, I am committed to building a long-term relationship with open, two-way communication. To get started, I would like to share some information about myself. I am married with three children. I am an avid golfer and active in coaching youth sports. My wife is a teacher at North Alleg...heny and I am very knowledgeable about the Public School Employees Retirement System (PSERS). I specialize in: Accumulating wealth Preparing for retirement Preserving wealth in retirement Generating income Reducing taxes I am also a Certified Financial Divorce Specialist (CFDS). Other members of my team include a Chartered Mutual Fund Counselor (CMFC) and a Chartered Retirement Planning Counselor (CRPC). http://7fieldswm.com/pat.html

Meet our Seven Fields Wealth Management Advisors! Jeremy Evans Jeremy has been serving his clients in the advisory business for more than 15 years. He is a proud family man sharing a home in Cranberry Township with his wife Jen and two sons Cameron and Connor. His commitment to his family has provided the inspiration for how he serves his clients. He specializes in financial planning and asset management for professionals with busy work and personal lives. Jeremy is happy t...o work around your busy schedule to develop a customized, goal based financial plan. He understands the importance of achieving your long term financial goals for yourself and the ones you love while maintaining the lifestyle you desire today. Jeremy is a volunteer coach for multiple hockey organizations in the Pittsburgh area including the Pittsburgh Knights, 66er’s Elite, North Pittsburgh Wildcats and the Pittsburgh Aviators. Both Cameron and Connor enjoy playing hockey almost as much as he enjoys watching them. In addition to coaching, Jeremy is involved in many other community organizations and events. Jeremy graduated from the University of Pittsburgh. He holds Series 6, 7, 63 licenses through LPL Financial as well as Series 65 and insurance licenses. http://7fieldswm.com/jeremy.html

Next week starts our Meet Our Advisors series. We are excited to introduce you to our team. http://7fieldswm.com

Please contact your advisor with any questions.