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Monroeville, PA Office

4099 William Penn Highway

Jonnet Building, Suite 710

MonroevillePA 15146

Phone: 412.646.2178
Mobile: 412.983.5545

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

Advisor

Jeffrey K. Ruffing CFP®

Private Wealth Advisor

412.646.2178

260.454.0290

Jeffrey.Ruffing@MosaicWealthConsulting.com

Schedule time with Jeff Websitewww.YourLifeOurPlan.com Jeff believes that by allowing him to help with all areas related to your long-term financial goals, there is a much higher probability of achieving them. He will work with you to...

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Richard J. Smith, Jr.

Private Wealth Advisor

412.435.6625

412.435.6656

Richard.Smith@MosaicWealthConsulting.com

Rick has spent the past 10+ years serving as an advocate to help his clients navigate the complexities of their financial lives. He focuses on Comprehensive Financial Planning, which includes Investments, Retirement Income Planning,...

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Staff

Dana Theys

Client Support Specialist

412.646.2178

260.455.0290

Dana.Theys@MosaicWealthConsulting.com

Dana grew up in Penn Hills and now lives in Wilkins Township with her husband of 27 years, Dave. She has 10 siblings and is of Italian and Irish decent. Dana enjoys baking, bowling, watching movies, and listening to music. She also...
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