Our Team - Here to Serve

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Jeffrey K. Ruffing, CFP®

Private Wealth Advisor

412-646-2178

jeffrey.ruffing@mosaicwealthconsulting.com

I grew up in Penn Hills, PA and currently live in Plum Borough, PA. I am an active member of Monroeville Assembly of God and currently attend The Fold worship site located in Penn Hills. My wife is Kristi who lived most of her life in...

Richard J. Smith, Jr.

Private Wealth Advisor

412-491-6787

richard.smith@mosaicwealthconsulting.com

Rick has spent the past 10+ years serving as an advocate to help his clients navigate the complexities of their financial lives. As a Private Wealth Advisor with Mosaic Wealth Consulting, Rick places the highest importance on his...

Dana Theys

Client Support Specialist

412-646-2178

dana.theys@mosaicweathconsulting.com

Dana grew up in Penn Hills and now lives in Wilkins Township with her husband of 27 years, Dave. She has 10 siblings and is of Italian and Irish decent. Dana enjoys baking, bowling, watching movies, and listening to music. She also...