Jim joined UBS in 1997 and has since acquired many accreditations and awards for his dedication to clients and exceptional leadership. He has been ranked the #1 UBS Financial Advisor in Pennsylvania by Barron's for years 2013 through 2020. 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 received an M.B.A. with a concentration in strategic planning and finance from the University of Pittsburgh’s Joseph M. Katz Graduate School of Business and graduated with a B.S. in business and a minor in history from Miami University, Oxford, OH. He is an active member of the local community, currently serving on the boards of the Pittsburgh Symphony, and the Coalition for Christian Outreach. Jim lives in Mount Lebanon with his wife, Erin, and their two daughters. He enjoys spending time traveling with his family and playing golf.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, MI, MN, MO, MS, NC, ND, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI, WV

Dan works with high net worth individuals, business owners and qualified retirement plans, seeking to build long-term relationships. He focuses on financial planning, retirement planning, asset allocation analysis, investment manager selections, wealth accumulation and wealth preservation strategies. He began his career at UBS in December 1999, and joined the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000.

Dan holds the Series 7, 31 and 66 securities licenses. He has completed the UBS Wealth Advisor Program, which is designed to engage exceptional advisors with the best resources available to help them broaden their high net worth relationships. He is a Senior Portfolio Manager in the UBS Portfolio Management Program, which allows him to offer personalized, discretionary investment management for clients.  He received a B.S. in finance and investment management from Duquesne University in Pittsburgh, PA. He is actively involved with his alma mater, Holy Trinity Church, and the American Cancer Society. Dan enjoys playing golf, traveling and spending time with his family. Dan lives in Pittsburgh with his wife and two daughters.

Registered States:
AL, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI, WV

Erin has 18 years of experience in the financial industry, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in March 2018 as Team Administrator and Business Manager. She functions as the team's Chief of Staff, ensuring excellent customer service for our clients.

Previously, Erin worked in fixed income for UBS Investment Bank in Stamford, CT and New York, NY. Most recently Erin covered the state of Pennsylvania as Technology Specialist, assisting advisors and their clients with UBS' technology offerings. She's held previous roles with Fidelity Investments and a hedge fund in Greenwich, CT.

Erin holds her Series 7 and 66 securities licenses as well as a degree in Communications and Public Relations from California University of Pennsylvania. She resides in the Dormont neighborhood of Pittsburgh, and enjoys international travel, cycling, and almost all types of music. She spends most of her free time as an aspiring chocolatier.

Registered States:
CA, FL, NY, OH, PA

With over 18 years of experience with the team, Christine is the team’s coordinator and 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 and has completed the Private Wealth Management Education Program. 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.

Registered States:
CA, CO, FL, GA, IA, IL, MO, NY, OH, PA, TX

John serves as a registered client service associate for the Rimmel Mehaffey Pessy Wealth Consulting Group since joining the team in December 2017. He handles much of the client reporting in addition to general client service, account maintenance and the team's insurance needs. John serves as the main point of contact for our retirement plan sponsors.

John holds his Series 7 and 66 securities licenses, as well as his insurance license. He graduated from Grove City College with a B.S. in Business Finance. He lives in the North Hills with his wife, Lauren, and enjoys sports, the outdoors, and coaching middle school football and basketball. 

Registered States:
AL, AZ, CA, CO, CT, DE, FL, HI, IL, IN, MA, MD, MI, MO, MS, NC, ND, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV

Dylan joined the Rimmel Mehaffey Pessy Wealth Consulting Group in November 2018 as a wealth strategy associate. As the team's analyst, his responsibilities include analyzing and interpreting portfolio performance as well as providing administrative and trading support. Dylan held previous roles in equity trading with The Vanguard Group.

Dylan graduated from Virginia Tech in 2016 with a B.S. in Finance, and is currently pursuing the CFA designation. He holds his Series 7 and 66 licenses. In his spare time, Dylan enjoys traveling, playing guitar, and playing golf and basketball.