Belynda is a CFP^® certificant who specializes in offering comprehensive financial planning and investment services for individuals, foundations, trusts and qualified retirement plans. Belynda is also a licensed agent for Life, Accident and Health Insurance.

Belynda enjoys consulting with individuals and businesses to develop comprehensive financial plans and strategies to achieve their goals in the areas of investments, insurance, retirement, estate, and tax planning. Strongly committed to philanthropy, Belynda enjoys working with foundations and non-profit organizations, as well as assisting her charitably inclined clients to find creative ways in which to leave a legacy.

Sam takes pride in the comprehensive financial planning process he applies toward investment management, insurance and tax strategies, retirement, estate, and business succession planning. His unique approach allows him to provide personalized advice to a variety of clients, including those preparing for and currently enjoying retirement, as well as young professionals, families and business owners. He is a Registered Representative and Licensed Agent for Life, Accident and Health Insurance.

Sam graduated Magna Cum Laude from Grove City College with a B.S. in Finance, where he was the Finance Officer of the Epsilon Pi Fraternity and captain of the track team. He currently resides in Franklin Park with his wife Rachael and five children.

Tammy specializes in offering comprehensive financial planning and investment management services to individuals, families, and business owners. She brings more than 20 years of investment experience to the SD Group, having served as the Equity Strategist for Hefren-Tillotson and as an Investment Analyst for a multi billion-dollar mutual fund. She is committed to improving financial literacy and helping individuals understand the role psychology and behavioral finance can have on investment decisions. She enjoys collaborating with clients across the financial life cycle and guiding them to financial wellbeing. She earned her MBA from the University of Pittsburgh, and her Bachelor of Science in Nursing and Psychology from Carlow University. Tammy holds FINRA series 6, 7, 63, 65, 66, 86, and 87 licenses. She is also a licensed Pennsylvania Life, Accident and Health insurance agent.

Kathy started her career in 1988 and joined the SD Group in 2016. Prior to joining the team, she held managerial, operational and customer service roles in the financial services industry. With her unique background, Kathy brings a great amount of experience to the team. She also provides a high level of client service while helping individuals achieve their financial goals.

Kathy is a graduate of Duff’s Business Institute with an associate degree in Specialized Business, and holds her Series 7, 63, 65, 3, 9 and 10 Licenses. She is also a licensed Pennsylvania Life, Accident and Health insurance agent.

Kayla has worked with the SD Group since 2019. In her role as Client Assistant, Kayla’s primary focus is to deliver exceptional service and support to our clients. She enjoys connecting with clients and ensuring their needs are addressed in a high-quality and timely manner.

A Pittsburgh native, Kayla graduated in 2012 from Duquesne University’s School of Business with a dual bachelor’s degree in marketing and management. She currently resides in Allison Park with her husband Ed, and dog Bo.