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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Benjamin Rovee, MBA*

(412) 733-4026

(412) 733-4070

Ben has been working with people to improve their financial lives since 1995. His mission is to educate and coach clients on how economics can measure and verify their financial decisions. His strategic financial process helps to...

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Richard T. Morrison, III* FSCP®

(412) 733-4026

(412) 733-4070

Richard has been working with clients as part of the Financial Services industry since 2012. He began his career in the Mortgage and Insurance industries helping his clients to buy and protect their most valuable assets. Richard has...

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Coby Croft* FSCP®

(412) 733-4026

(412) 733-4070

Coby began his Financial Services career in 2016 and is currently the Chief Operations Officer at Strategic Financial Designs. He helps to coordinate and integrate the various moving pieces that clients often have in their financial...

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Adam Logan

(412) 733-4026

(412) 733-4070

Adam started his career in the financial services industry in 2012. During that time, he helped his clients to protect their assets with a sound strategy that would ensure they could accomplish their goals. After exploring a path in...

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Vincent Waln, CLU, CFS

Financial Advisor

(513) 755-8666

vwaln@xxiadvisors.com

Vince has partnered with the Strategic Financial Designs Team. He is the founder of 21st Century Financial and brings over 30 years of experience to his role as a financial advisor. His mission is to educate and coach clients on how...
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