Broker Check

Our Team

Sandy Zell

Managing Partner

412.919.0100 x102

[email protected]

Sandy Zell is a high energy, creative, hands-on sales, marketing and management specialist with more than 35 years experience. Sandy’s career began in the home center field after attending Ohio University. After a storied career in...

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Jim Artman

Managing Partner

412.919.0100 x187

[email protected]

Jim Artman began his career in financial services after graduating from Penn State University in 2000 with a degree in Finance. Jim is a Managing Partner and Co-Founder of Success Financial Solutions. Jim is qualified for a wide range...

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James Bentley

Territory Vice President

412.919.0100 x111

[email protected]

Jim Bentley has been in the insurance industry for over 5 years after a long career managing teams in the big box retail space. Jim's career has always revolved around developing the right people in the right environment to ensure...

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Kelly Racicot

Agency Sales Manager

412.919.0100 x135

[email protected]

Kelly Racicot has over 20 years of sales and management experience. Her specialty is growing teams and developing them to their fullest potential. Kelly's attention to detail seperates her as one of the best in this industry. She is...

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Shannon Phillips

Office Manager

412.919.0100 x123

[email protected]

Shannon Phillips has been in the insurance industry for 15 years, and provides the administrative support for the firm as its office manager. Shannon has a Bachelor of Science degree in Business Administration from California...

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Brian Goldman

Field Sales Manager

412-919-0100 ext 128

[email protected]

Brian Goldman joined Success Financial Solutions in 2014. He transitioned to insurance/financial services from a career in sports public relations where he worked in the NHL and in college athletics. Brian holds Series 7, 6, 63, health...

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Reggie Weaver

Field Sales Manager

412-919-0100 ext 131

[email protected]

Reggie Weaver has been an insurance/financial services advisor for more than 12 years. Originally from Meyersdale, PA., Reggie earned a degree in finance from Pitt-Johnstown and immediately earned his life, health and fixed annuity...

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Zachory Thompson

Associate Field Trainer

412-510-1114

[email protected]

Zachary Thompson's leadership plays an intricate role in developing new agents to the business in our Pittsburgh office in addition to his private practice. Zach takes great pride in the life-long relationships he develops. Zach makes...

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