Trebuchet Consulting, LLC

Steven Miller is a financial advisor at Trebuchet Consulting, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Trebuchet Consulting since 2008. Trebuchet Consulting provides financial planning and wealth-management services to individuals, high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset-allocation guidance, operating primarily on a non-discretionary basis with an emphasis on client-approved transactions.

Mitchell Mosgrove is a CFP® professional with four years of experience, currently serving as an advisor at Trebuchet Consulting, LLC since 2015. He is based in Pittsburgh, PA, and is part of a seven-advisor team. Trebuchet Consulting provides financial planning and wealth-management services to individuals, high-net-worth clients, related trusts, charitable organizations, and other entities. The firm’s investment process is centered on client goals and risk tolerance, offering non-discretionary advisory services with customized reporting and periodic reviews.

John Krolikowski is a financial advisor with Trebuchet Consulting, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Trebuchet Consulting since 2006. Trebuchet Consulting provides financial planning and wealth management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset allocation guidance, primarily operating on a non-discretionary basis with a client-centered investment process.

Zachary Zimmer is a CFP® professional with 10 years at Trebuchet Consulting, LLC and a total of 4 years of industry experience. Before joining Trebuchet Consulting, he worked in education at Thomas Jefferson High School and Kent State University for eight years. Trebuchet Consulting provides financial planning and wealth-management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm emphasizes personalized financial counseling and asset-allocation guidance, operating primarily on a non-discretionary basis with client-approved transactions.