Broker Check

Team

Cottrill Arbutina Wealth Management Group, LLC offers a coordinated effort of its team members in order to fully service our clientele. We truly provide a comprehensive approach to help businesses and individuals plan and track their financial goals. With today’s financial landscape becoming more and more complex, Cottrill Arbutina Wealth Management Group has specialists seasoned in all aspects of investment and insurance planning. In today’s environment, we believe our ongoing education, experience, and teamwork are essential to help our clients pursue their financial goals.

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Tod R. Arbutina

CPA, CFP®, MBA – Managing Member

724-683-3450

Tod R. Arbutina is managing member of Cottrill Arbutina Wealth Management Group, LLC and a registered representative with LPL Financial. With Big Four experience, he has spent more than two decades as a CPA and business leader.

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James E. Garr

Director of Retirement and Income Distribution Planning

724-683-3466

James E. Garr, MBA, ChFC®, CLU® is an LPL-registered representative with Cottrill Arbutina Wealth Management Group.

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Marc Mattarochia is the lead investment/insurance transition specialist for Cottrill, Arbutina Wealth Management Group, advising the firm’s clients when they retire or change employment.

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Pamela M. Roesch

Wealth Plan Assistant and Team Leader

724-683-3450

Pamela M. Roesch is a wealth plan assistant and team leader with the Beaver office of Cottrill Arbutina Wealth Management Group, which manages assets for clients in 23 states.

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Soraya Dickie is an operations associate with Cottrill Arbutina Wealth Management Group, a wealth planning and insurance services team managing assets for clients in more than 25 states.

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Marilynne H. Donnelly is an administrative assistant and serves as “director of first impressions” with the Beaver office of Cottrill Arbutina Wealth Management Group.

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Nicholas J. Raught

LPL Financial Advisor

724.683.3454

724.683.3451

Printer Friendly Nicholas J. Raught is an LPL Financial Advisor with the Beaver office of Cottrill, Arbutina Wealth Management Group. Having passed FINRA’s Series 7 and 66 examinations, registrations held through LPL Financial, Mr....

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Diane Gardner, CFP®, CDFA® is a CERTIFIED FINANCIAL PLANNER™ with Cottrill Arbutina Wealth Management Group in Beaver, PA. Ms. Gardner focuses on assisting women through the financial aspects of life’s difficult...

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