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.
Benjamin Rovee, MBA*
(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...
Richard T. Morrison, III* FSCP®, RICP
(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...
Coby Croft* FSCP®
(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...
Adam Logan*
(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...
Korey Helfer
Executive Assistant
Korey joined Strategic Financial Designs and Strategic Insurance Concepts in January of 2023 to take on the Executive Administration role within the team.He currently lives in Wexford, PA, and attended North Allegheny High School and...
Vincent Waln, CLU, CFS
Financial Advisor