Our team

Maria Bowers utilizes more than 25 years of experience in client service and fast-paced, dynamic team environments to help Heritage Seubert’s clients plan for the future. On a daily basis, she oversees operations for the branch, including account management, trading, and compliance. She also handles client requests for transfers and distributions.

Maria attended Slippery Rock University before beginning her career, and she earned a Bachelor of Arts in Spanish, with dual minors in business administration and the Russian language. She also holds her Series 7, 63, and 65 securities registrations.

Away from the office, she and her boyfriend, Anthony, enjoy attending car cruises, taking martial arts classes, working out, and running.

For nearly 15 years, Brian Debbis has helped his clients address their financial concerns and develop strategies by focusing on their specific needs. With extensive experience throughout major shifts in the markets, Brian has dedicated his career to delivering the personalized investment planning services his clients not only deserve, but have come to expect from him and the team.

Brian utilizes the Envision® planning process to develop a long-range investment plan based on his clients’ personal and business goals. This comprehensive planning approach allows him to help families, businesses, and institutions grow, preserve, and transition wealth in accordance with their wishes.

After earning a Bachelor of Finance from Pennsylvania State University and then beginning his career as a risk manager/trader with a New York-based hedge fund, Brian joined Wachovia Securities (a predecessor firm of Wells Fargo Advisors) in 2006. Four years later, he became a CERTIFIED FINANCIAL PLANNER™ professional. Brian earned this designation by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements.

Brian enjoys spending his free time with his wife, Tara, and their three sons, Cole, Nicholas, and Benjamin. Brian loves coaching soccer and watching his boys in the multiple programs they participate in throughout the year. As proud members of their community, Brian and Tara enjoy helping the Light of Life Charity, and they also partner with Blueprints Washington Country to donate their time and resources to families in need.

CA Insurance License Number 0K96043. Resident State PA

A CERTIFIED FINANCIAL PLANNER™ professional with an extensive background as a medical professional, Dr. Bob George believes he offers a different perspective than most Financial Advisors. With a particular focus on wealth management and retirement planning strategies for other medical professionals, his goal is to treat his clients’ financial concerns with the same level of care that they use to improve the lives of their patients.

In addition to his medical background, Bob also served in the U.S. Army during the Vietnam War, earning both a Distinguished Service Cross and a Purple Heart. Before enlisting, he graduated with a Bachelor of Science from Wake Forest University. He then went on to earn his Doctor of Medicine degree at the University of Kentucky, and he also received a accounting certificate from Duquesne University. In his current role, he holds the Series 7, 24, and 66 securities registrations.

Utilizing the CFP® certification, Bob has demonstrated that he has extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for his clients. To earn this certification, Bob met rigorous education, examination, experience, and ethical requirements.

Outside the office, Bob enjoys spending quality time with his wife, Linda, their two children, and their four grandchildren. He also loves to stay active outdoors, whether he’s golfing, running, or skiing. Bob is a member of the Blackhorse Association for veterans of the Vietnam/Cambodia War, as well as the Catholic Men’s Fellowship of Pittsburgh.

With more than four decades of experience managing wealth for his clients, Bud Jackson is confident he’s seen all that the markets have to offer. Through countless market swings, the stock market crash of 1987, the dot-com bubble of the ‘90s, and the COVID-19 pandemic, Bud has remained a beacon of guidance for his clients and their ever-changing needs.

As co-founder of Heritage Seubert, Bud’s mission is to provide every client with targeted, comprehensive financial advice and investment management – all of which he strives to deliver with the highest level of personal service and professional integrity. Working with high-net-worth individuals, families, corporations, and trusts, his areas of focus include balanced portfolio design intended to address their long-term financial goals. Bud does so through estate investment planning, business continuity, and wealth transfer services.

In 2020, Bud was named a Premier Advisor by the firm. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients. Additional criteria, including length of service, may also be used to determine recipients. He also holds the Series 7, 24, and 66 securities registrations.

As a proponent of continued education, Bud has taken it upon himself to earn some of the most distinguished certifications in the industry, including the Charter Financial Consultant®, Chartered Life Underwriter®, and CERTIFIED FINANCIAL PLANNER™ certifications.

A career spanning more than 25 years has shown Mike Kaczmarek that while most of his clients all paint themselves a different picture of their retirement, they all have a common need for a dedicated advisor who knows them, understands their highest priority goals, and creates an investment plan specific to their situation. Mike’s specialty areas include corporate retirement plans (with a focus on fiduciary oversight and investment analytics), in addition to customized wealth management strategies for individual clients and plan participants.

Prior to joining the industry, Mike studied at Indiana University of Pennsylvania, where he earned a Bachelor of Science in Finance. He also holds his Series 7, 24, and 66 securities registrations.

As an Accredited Investment Fiduciary®, Mike has demonstrated that he has met educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care and serve the best interests of his clients. Mike is also a member of the Retirement Plan Advisory Program (RPAP), an internal organization designed to enhance the service of advisors who focus their business on retirement plans.

CA Insurance License Number 0K02510. Resident State PA

As a family man with an extensive background in investment strategy design and implementation, Sanjit Khara helps individuals, families, and businesses grow, protect, and transfer their wealth. By providing comprehensive investment planning knowledge, he assists his clients address the many complexities associated with their wealth. His core areas of focus include wealth accumulation, retirement income planning and cash flow, asset protection and transfer strategies, and multi-generational planning – all carried out in conjunction with his clients’ tax and legal team.

At the beginning of his career, Sanjit worked at Prudential Securities in Pittsburgh, where he developed a fundamental knowledge of investments and insurance. However, he soon realized he wanted to shift his business’ focus to the needs of his clients, and he subsequently joined UBS Financial Services, Inc. More than a decade later, he and his team joined Wells Fargo Advisors Financial Network in order to take more control of their business and provide investment advice and services far more tailored to their clients’ needs. Sanjit dedicates his role to delivering a wealth management and investment process tailored to each client’s specific situation, all with proactive service and extreme responsiveness at the forefront.

Prior to joining the industry, Sanjit graduated from the University of Pittsburgh with a B.S. in Economics. He then went on to earn the Chartered Retirement Planning Counselor® designation from the College for Financial Planning

Outside the office, Sanjit enjoys family activities with his wife, Carolyn, and their two daughters, Alisha and Gia. They are Frank Lemoyne Society members of The Children’s Trust of The UPMC Children’s Hospital of Pittsburgh Foundation. Sanjit is also personally involved with two committees, the Children’s Trust Grant Makers and Big Give. He likes to stay active both physically and mentally, whether he’s reading, working out, running, or playing hockey.

CA Insurance License Number 0J15180. Resident State PA

Over the course of her 25-year career, Tammy Lemmon has served individuals and families in a variety of capacities, including as a business manager, life insurance case manager, title insurance manager, mortgage account executive, senior financial services consultant, and procurement specialist. Backed by this extensive experience, Tammy enjoys working with clients from all walks of life, whether they’re a newlywed couple that is just starting out or they’re a retired couple that needs help saving for their grandchild’s education.

Tammy graduated with a Bachelor of Science and Business Administration degree from Robert Morris University, where she majored in finance.

Outside the office, Tammy loves spending time with her two children, who she sees as her entire world. When not enjoying their hockey, soccer, and baseball games, she also likes to roller skate, shoot pool, play darts and cards, and go camping and fishing.

As co-founder of Heritage Seubert, Allen Long focuses on working with corporations and businesses to provide corporate retirement plan services, including plan design, investment due diligence, fiduciary oversight/compliance, and participant education. He also provides business owners with strategies for related deferred compensation, key man/buy sell insurance, estate planning strategies, and continuity issues. And as a benefit to his clients, Allen studied to become a Certified 401(k) Professional, one of the most rigorous credential available in corporate retirement plans.

Furthermore, as an Institutional Plan Fiduciary Consultant, Allen has dedicated himself to helping corporate and institutional clients manage all aspects of their retirement plans. The services he provides in this role include assistance with plan evaluation and benchmarking, vendor selection, investment review, and participant communications on topics crucial to retirement security, which can lead to improved participant outcomes.

Allen began his career nearly 30 years ago after graduating from the University of San Diego, where he earned of a Bachelor of Arts in Accounting. He then worked in the computer systems integration field before partnering with an investment limited partnership that worked with high-net-worth investors. Allen then formed Seubert Financial in 1995, and in 2003, he joined forces with Bud Jackson to establish Heritage Seubert as its known today.

While in college, Allen met Lynn, who he has now been married to for more than 30 years. They are the proud “parents” of two French bulldogs and one cat. Away from the office, Allen’s hobbies include golfing, traveling, motorcycles, hiking, and fitness, the latter of which he believes is a critical component of a healthy work/life balance.

CA Insurance License Number 0C15581. Resident State PA

Backed by more than 35 years of experience as a Financial Advisor, James Marcus helps individuals and families understand the many wealth management challenges they may face, and then educates them on how to turn these into opportunities for growth. He also helps them navigate pre-retirement wealth accumulation and their eventual transition into retirement. From the very onset, Jim takes the time needed to fully understand his clients’ goals, motivations, interests, and tolerance for risk.

Prior to joining the industry, Jim earned his Master of Fine Arts from the University of Iowa and went on to teach voice and speech to aspiring young actors in the Midwest. He did this for three years and then moved to back to Pittsburgh, where his interests soon turned to investment planning – and this interest has turned into an endless passion for doing what’s best for his clients.

In 1984, he joined Paine Webber in Pittsburgh, which was acquired by UBS Financial Services, Inc. in 2000. He continued serving his clients there until 2016, when he and Sanjit Khara joined Wells Fargo Advisors Financial Network. As a key member of an independent practice, Jim is able to provide his clients with products and solutions that are in their sole best interest.

Jim and his wife, Marlene, have been married more than 45 years, and they have one son, Andrew, who they adopted in 1990. Away from work, Jim is an avid tennis player, having started when he was just eight years old. He travels annually to John Newcomb’s Tennis Ranch to spend a week with 20 of the game’s legends and some of his personal tennis heroes.

CA Insurance License Number 0H46305. Resident State PA

Janet Martin is a firm believer in the power of a positive client experience, and she utilizes more than 30 years of industry expertise and a comprehensive service model to help ensure our clients’ administrative, transactional and operational needs are handled accurately and efficiently. Janet is responsible for the team’s day-to-day administration of accounts, including opening new accounts, updating existing information, managing account transfers, assisting in estate settlement execution and answering questions regarding client statements.

An industry veteran, Janet joined the work force at 17, when she began working in the operations department of Hefren-Tillotson, Inc. after graduating from technical school. Years later, in 2005, Janet decided she wanted to work more closely with clients and thus chose to accept a position with UBS Financial Services, Inc. as a Registered Client Services Associate. A decade later, Janet and her team joined Wells Fargo Advisors Financial Network. This transition to independence provided their clients with the security and compliance oversight of one of the largest financial institutions in the world. It also gave the team far greater control over the client experience, helping ensure each individual and family was uniquely served.

Away from the office, Janet enjoys spending her free time with her husband, Duane, and their three children. Janet and Duane like to travel as often as they can, especially if it means she can enjoy a book on the beach.

As a Senior Financial Advisor, Greg Ohl doesn’t just focus on his clients’ accumulation of wealth. Instead, he looks further down the road and creates a lifetime income strategy to support each client’s ideal outcome, which can last as long as 30 years for some.

With this mindset at the forefront of his service model, Greg also specializes in asset management with an emphasis on the conversion of savings to income streams and Social Security Income planning options. He also offers Retirement Plan Fiduciary Consulting services, along with educational services, including IRA distribution strategies, employee transitional counseling, executive benefit planning, and wealth transfer strategies.

Prior to becoming a Financial Advisor, Greg attended Duquesne University, where he earned a Bachelor of Science in Business Administration, majoring in finance and information technology. He also holds his series 7, 24, and 66 securities registrations.

In his current role, Greg is a member of the Retirement Plan Advisory Program (RPAP), an internal organization designed to enhance the service of advisors who focus their business on retirement plans.

CA Insurance License Number 0E26007. Resident State PA

A vital part of each client’s investment planning experience, Cody Wimer diligently coordinates and implements client needs that generate from the team’s planning process. He utilizes the firm’s resources, as well as insurance specialists, accountants, and attorneys to assist clients with planning strategies centered on topics such as Social Security, Medicare, insurance policy reviews, and asset transfers.

After initially joining UBS Financial Services, Inc. as an intern – all while earning a B.S. in Business Administration at Slippery Rock University – Cody earned a position with Heritage Seubert, which joined Wells Fargo Advisors Financial Network in 2016. In less than a year, he was able to obtain his Series 7 and 66 securities registrations, as well as the Pennsylvania Life, Accident & Health license. Cody has since earned the Chartered Retirement Planning Counselor® designation as well, which denotes his dedication to helping his clients prepare for the post-retirement lifestyle they’ve always envisioned.

Away from the office, Cody enjoys spending quality time with his family and his fiancée, Kimberly. He also likes to stay active by hiking and working out regularly. An avid car enthusiast, Cody can often be found at one of the many local car shows during the summer.