Meet Team PGH
Financial planning works best when it’s collaborative. At Team PGH, we bring together advisors, specialists, and dedicated support professionals to help clients navigate life’s financial decisions with clarity and confidence.
Our team structure allows us to combine thoughtful planning, consistent service, and long-term perspective, so clients are supported at every stage, not just at major milestones.
How We Work Together
Instead of relying on a single point of contact, Team PGH operates as a coordinated group — ensuring your financial plan receives the attention, insight, and follow-through it deserves.
- Advisory leadership focused on strategy and long-term planning
- Specialized support for investments, protection, and retirement planning
- Dedicated service professionals to keep plans moving forward
This structure allows us to be proactive, responsive, and aligned, all while keeping your goals at the center of every conversation.
Our Philosophy
We believe financial guidance should feel clear, thoughtful, and personal. That means:
Listening first
Explaining options in plain language
Designing strategies around your priorities
Revisiting your plan as life evolves
Meet the Team
Team
Scott Panza, LUTCF, AIF
Financial Planner | Investment Advisor Representative
Matthew Hecker, AIF®
Financial Planner | Investment Advisor Representative
Parker DellAquila
Financial Planner | Investment Advisor Representative
Kristen Shedlock
Team Business Manager
Austin Jennings
Business Development Associate
Emma Elrod
Client Services Associate
Wendy Vo
Client Service Associate
Extended Resources
Greg Wachter
Vice President, Risk Management
Jeremy Hus
Vice President, Financial Planning
John Foreman
Vice President, Investments
Kate Cassidy
Vice President, Advanced Markets
Niko Vamvakas
Vice President, Retirement Planning Solutions
Who You Work With Matters
Barnum’s mission is to provide clients with holistic financial advice that integrates investments, protection, estate and tax planning, and long-term strategy. Like Team PGH, the firm is committed to helping people make confident, informed decisions about their financial future.
Barnum Financial Group is one of the leading independent financial planning and wealth management firms in the country. Through Barnum, our team is backed by a team of professionals, specialists, and resources that allow him to offer a boutique-level client experience with the support of a national organization.