Tod Arbutina
Tod has served clients for over three decades as a CPA and CERTIFIED FINANCIAL PLANNER™. Tod’s primary role is to assist clients with making educated and informed wealth management and life decisions. A secondary role is mentoring and developing our team to provide “True Wealth Management” with coordinated investment and tax strategies. The latest chapter […]
Nick Raught
Since embarking on a career in the realm of financial services back in 2016, Nick has discovered his true passion lies in cultivating dependable and trust-driven connections with his clients. His commitment to assisting them in making decisions that align with both their immediate and long-term aspirations sets him apart. Nick delves into the core […]
Vasili Rizos
Vasili is a seasoned financial advisor with a strong track record of guiding both individual and corporate clients toward long-term financial success. As a shareholder at Three Cord True Wealth Management, he specializes in helping individuals achieve their personal financial goals while supporting businesses in the effective management of their 401(k) retirement plans. A CERTIFIED […]
Mandy Albanese
As a shareholder of the firm, Mandy brings a strategic eye to its accounting and compliance functions while co-leading the in-house tax preparation practice. She plays an integral role in guiding daily operations, ensuring the firm runs seamlessly for both clients and team members. With over 20 years of experience in financial services, Mandy joined […]
Betsy Flinner
As Tax Planning Manager & Client Solutions Specialist at Three Cord True Wealth Management, LLC, Betsy co-leads the firm’s in-house tax preparation practice, assists the financial planners with key client tasks, and provides specialized tax planning. As an Enrolled Agent, she is authorized to represent taxpayers before the IRS and brings deep expertise in tax […]
Jim Garr
Jim is the former Director of Retirement and Income Distribution Planning at Three Cord True Wealth and has recently stepped back from full-time work. With decades of experience in the retirement and financial planning space, Jim has helped small business owners design retirement plans that work well for both the company and their employees. He’s […]
Rob Holdcroft
Rob brings a wealth of knowledge and a deep-seated passion for financial planning to his clients. With an undergraduate degree in finance from Robert Morris University and an MBA with a concentration in finance from the University of Pittsburgh, Rob’s academic foundation is solidly built on finance principles and advanced financial strategies. Rob’s journey in […]
