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Our Team

Sandy Zell

Managing Partner

412.919.0100 x102

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

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

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

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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Fran Dennis

Field Sales Manager


Ms. Dennis is a 30 year veteran as an insurance professional providing a myriad of solutions from Medicare planning, Long Term Care, Group and Individual Health and Final Expense life to Voluntary Benefits. As a past Chairwoman of the...
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Shannon Phillips

Office Manager

412.919.0100 x123

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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