Your Financial Planning Team

Chartered Financial Analyst, 1994; Bachelor of Science in Mathematics, Allegheny College, Cum Laude, Phi Beta Kappa; Master of Science, Carnegie Mellon University Graduate School of Industrial Administration

A citizen of Pittsburgh her entire life, Kathleen is an active learner through the OSHER program at CMU. She is passionate about helping her clients achieve the future they desire. When she’s not working, she’s most likely enjoying her passion for traveling. Her travel blog details her adventures and highlights stunning photos. Kathleen lives in Upper St. Clair and loves spending time with her four grandchildren.

Chartered Financial Analyst, 2016, CERTIFIED FINANCIAL PLANNER®, 2019; Bachelor of Science in Supply Chain and Information Systems, The Pennsylvania State University; Master of Business Administration, University of Pittsburgh, Katz Graduate School of Business, Beta Gamma Sigma

Adam lives in Upper St. Clair with his wife and two children. He walks to work most days listening to the latest podcasts on retirement and financial planning. An avid learner, he loves that being a financial planner allows him to become a little wiser everyday and help clients proactively manage their financial plans and reach their goals. It’s why he became a financial adviser.

CERTIFIED FINANCIAL PLANNER®, 2020; Chartered Life Underwriter, 2019; Bachelor of Science in Business Administration, Geneva College, Cum Laude

In 2022, Kyle was featured in the Top 100 People in Finance Magazine.

Originally from upstate NY, Kyle relocated to Western Pennsylvania after attending Geneva College in Beaver Falls and never left. When he’s not watching college basketball, he stays active running races, doing triathlons, and playing pickup sports. He enjoys spending time with his wife and three children and serves as an Elder in his local church. Read why Kyle became a financial planner.

Chartered Financial Analyst, 1985; Bachelor of Science in Business Administration, Franciscan University; Master of Public Management, Carnegie Mellon University

Greg works hard to help eliminate hunger problems and is a long-time member of the Pittsburgh Area Foodbank. As a member of the finance committee, he helps make sure the foodbank will be funded for years to come. Greg lives in Mount Lebanon with his wife and daughter. He enjoys an occasional hiatus in Siesta Key to savor the warm weather and the beach.

After 35 years as a sole practitioner, Gene joins Wright Associates to ensure financial planning continuity for his clients and their families. With a reduction in his business responsibilities, he looks forward to spending more time helping them with their day-to-day cash management needs.

Gene and his wife have homes in Castle Shannon and San Miguel de Allende, Mexico, where they enjoy the people, food, wine, and weather.

Wright Associates employs a full time office manager to best serve our clients.