Our Team

Jim Artman

Managing Partner

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 of insurance and financial services, with licenses for Series 7, Series 63, and Series 24 securities, as well as life, health and accident insurance. Jim has been married to his wife Tara since 2003, and is the proud father of 2 sons (Matthew and Kurt) and a daughter (Ella). The Artman family resides in Peters Township.

Sandy Zell

Managing Partner

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 management and sales for the retail, warehousing, automotive, and insurance industries, Sandy has been a managing partner and founder of Success Financial Solutions since its inception, and is qualified for a wide range of insurance and financial services, with licenses for Series 6 and 63 securities, as well as life, health and accident insurance. Sandy resides in the Point Breeze section of Pittsburgh with his wife Barbara; they have 6 children.

Shannon Phillips

Office Manager

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 University of Pennsylvania, and resides in Bethel Park with her husband Greg.

Kelly Racicot

Agency Sales Manager

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 licensed in life, health, and accident insurance as well as fixed annuities, and holds multiple Medicare certifications. Kelly and her husband Dave reside in Oakmont with their 3 children; Mason, Gillian, and Ethan.

James Bentley

Agency Sales Manager

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 growth and success at every level. Jim is licensed for life, health, and accident insurance and has been with Success Financial Solutions since 2016. An avid fisherman, Jim resides in Zelionople with his wife Rose; they have 6 children.

Michael Copeland

Agency Sales Manager

Michael has over 30 years of financial services experience.  He is dedicated to training and developing financial professionals to flourish and reach success.
Michael’s repuation is built on providing sound financial and wealh protection strategies using a compreshensive customized platform.  He uses this platform to understand and address his clients’ and agents’ immediate, short and long term objectives.
Michael currently resides in Canal Winchester with his wife Christina, his wife of 22 years.  He is an avid golfer and enjoys spending time with his family.

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Retirement Transition

We realize that retirement can be overwhelming, and you should know that most people transitioning to retirement feel this way. We provide you with a great financial education so you can make good decisions.

Wealth Accumulation

Whether you’re saving for a down payment on a home, considering the cost of your children’s college education, or working to reduce credit card debt, we can help design a plan that will allow you to reach your specific goals.

Financial Management

We know the challenges that you face to make sure you meet the current and future financial needs for your loved ones. Sometimes, it’s not a matter of what you do—maybe it’s just a matter of how you do it.

Plan, have a process, execute that plan, and expect to succeed.