Chief Advisory Officer & Managing Principal
Bud Kahn is the Founding Principal of Wealth Management Strategies, inc. The Pittsburgh-based financial services firm provides financial planning, asset management, and other wealth management services to a wide range of individual and corporate clients throughout the United States. His professional background includes 18 years in practice as a CPA. Bud is also a Certified Investment Management Analyst. (CIMA®)
Bud is a graduate of the University of Pittsburgh, with a bachelor’s degree in economics and an MBA in accounting and finance. He also earned a master’s degree in taxation at Robert Morris University, then completed executive education studies at the University of Pennsylvania’s Wharton School, and The Tepper School of Business at Carnegie Mellon University. Bud is a member of the Investment Management Consultants Association, Allegheny Tax Society, and the Estate Planning Council of Pittsburgh.
Bud is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. As a specialist in the areas of financial, estate and executive compensation planning, he frequently lectures for numerous professional and civic organizations on a wide range of topics. Bud is also an adjunct lecturer at the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.
Wealth Management Advisor
Randy has been providing customized investment and financial risk management solutions for clients in the tri-state area of Western Pennsylvania and beyond since 1990. His solutions-based practice includes services to business owners, municipalities, individuals and families.
Randy satisfied the requirement of the Certified Financial Planner Board of Standards in 2002 and became a Certified Financial Planner™ practitioner. Originally from Philadelphia, PA, Randy attended Temple University majoring in Business Administration. Following college, he came to Pittsburgh and joined the Pittsburgh Steelers as an undrafted Free Agent. Randy played eight seasons for the Steelers and was part of the Steelers’ first four Super Bowl Championship teams.
Throughout his twenty-plus years of providing financial services, Randy has serviced his clients with superior communications, a patient long-term focus and the use of high-quality financial solutions. Randy is a Registered Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Wealth Management Advisor
After graduating from Indiana University-Bloomington, Aaron gained experience in communications and marketing, before establishing himself as a financial advisor. He now works exclusively with young professionals and families at the genesis of their financial planning. He believes firmly in the importance of balance, as young families work to juggle spending, saving, planning, and life.
Aaron’s core principal when working with clients is perspective. He strives to help his clients see their entire financial picture, rather than specific pieces, so their end goals do not feel so distant. In addition to planning with his clients, Aaron works to promote financial literacy through roundtable discussions, as well as question and answer sessions.
Aaron resides in Aspinwall with his fiancé Monica and their two dogs: Grey and Larry. In his free time, Aaron supports a variety of nonprofit organizations in the Pittsburgh area and is an avid skier, cyclist, and rower. He is also a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Client Service Manager
Amy has been a member of our team since 1997. She is a Financial Paraplanner Qualified Professional™, Notary Public, and is responsible for all client relations and account services. She is always happy to assist you with any question or request.
Amy was born in Pittsburgh and currently lives in Wexford with her husband and four children.
Juli has been a member of our team since January 2015. Juli is responsible for assisting Amy in client relations and account services. She is always happy to assist you with any question or request. Juli has a Business Administration and French BA from Illinois Wesleyan University and an Accounting BS from Illinois State University. She previously worked for GTE for 13 years principally in Accounting and Human Resources before raising her children and volunteering for many organizations.
Juli and her husband live in Pittsburgh.