About iFinancial Services

At iFS, we get to know and understand our clients through a comprehensive analysis of their personal financial situation and offer our Wealth Management, Insurance, and Retirement Plan services. We strive to simplify the client experience and will always put the client first. Unlike our competition, we don’t put all of our clients in the same model/portfolio, a “one size fits all” model. Every client receives a custom experience with a portfolio suited to each individual, tailored to address their concerns and goals.

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

Derek Podolak, MBA CRC

Managing Partner | Wealth Advisor

(412) 389-0867  

Meet Derek

Scott Somma

Managing Partner | Director of Business Development

(412) 535-9090  

Meet Scott

Joseph Betten, MBA

Managing Partner | Wealth Advisor

(412) 445-3920  

Meet Joe

Adam Keans, CRC

Managing Partner | Wealth Advisor

(412) 719-5083  

Meet Adam

Nikki Oleska

Administrative Assistant | Relationship Manager

(561) 376-3420  

Courtney Marshall

Relationship Manager

(412) 862-8922  

Contact Us

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