Meet the Team

Meet The Team

James Mrdjenovich, CFP®

Managing Director

(412) 221-1291

James Mrdjenovich has over 20 years of experience in the Wealth Management/Financial Services industry, with a background in investment, retirement, estate, tax, risk, debt, education, and business planning. He obtained a BSBA degree...

Jesse Garshak, CPFA®

Office Manager/ Senior Wealth Advisor

(412) 414-2836

(412) 221-1291

Jesse.Garshak@IFSGroup.org

More information about Jesse, coming soon!

Beth Deklewa

Branch Insurance Operations Manager

(800) 261-7822 x2801

(412) 221-1291

Beth.Deklewa@IFSGroup.org

Nancy Camilli

Client Service Manager

(412)-221-4217

nancy.camilli@ifsgroup.org

Nancy Camilli brings over 20 years of experience in the Wealth Management and Financial Services industry. Throughout her career, she has supported a wide range of client service operations, including account openings, distributions,...

Beth Moore

Office Manager

With 32 years of experience in social services and a short retirement in between, Beth is our administrative assistant who helps with a number of office duties. She strives for exceptional customer service, ranging from document and...

William Merchad

CFO

William Merchad is a CFO Strategist for the LPL Financial Business Strategy Services team.He provides advisors with actionable insights based on financial analysis and strategicplanning to help drive higher practice valuations.Will has...

Josh Roberts

LPL Plan Manager

Josh’s financial services career launched in 2016 where he served as a financial planner prior to joining LPL Financial in 2022. Josh received his Bachelor of Finance from the University of Appalachian State, and he currently...

Autumn OKelley

Bookkeeper

Autumn is a part of LPL Bookkeeping Services within the LPL Business Solutions division, operating as an extension of the advisor’s practice, providing dedicated support to record and categorize financial data and utilize the...

Carise Mobley

Administrative Assistant

704-644-5932

carise.mobley@ifsgroup.org

Carise is part of LPL Admin Solutions, a program that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices. She has over 20 years of experience in the financial services...

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