We serve people from all walks of life, in every life stage.
We live by the Golden Rule and believe that respect for each other is paramount. You’ve come to the right place if you’re looking for a financial partner you can trust and lean on.
Dave Simeone is a Managing Partner and Wealth Advisor at Firm Foundations Financial Group LLC.
Dave brings with him over 23 years of experience as a Financial Advisor. He is an Investment Advisor Representative of Creative Financial Designs, Inc. based out of Kokomo, Indiana. He is a Certified Retirement Counselor (CRC®), a Registered Financial Consultant (RFC®) and is licensed in life, accident and health insurance. Prior to forming Firm Foundations Financial Group in early 2024, Dave was the Executive Vice President at a Pittsburgh-based advisory firm where he had spent the previous 18 years diligently serving clients in all their financial needs. Dave earned a BS in chemical engineering from the University of Pittsburgh and spent over 11 years in the chemical industry as a process engineer before living out his passion to help people meet their financial goals in life.
Dave recently was awarded a 2022 Five Star Wealth Managers in Pittsburgh Award making this his fifth time earning the award since 2013.
He enjoys spending time with his wife, two loving children, and three finicky cats. An important part of Dave’s life is his faith and activity in his church. He serves as an elder in a local church and is involved in teaching others to grow in the knowledge and application of their faith.
Scott Lucas is a Managing Partner and Wealth Advisor at Firm Foundations Financial Group LLC.
Scott has spent the last 16 years in the financial industry. He is an Investment Advisor Representative of Creative Financial Designs, Inc. based out of Kokomo, Indiana. He is a CERTIFIED FINANCIAL PLANNER™ as well as a Certified Kingdom Advisor®, and is licensed in life, accident and health insurance. Scott has spent many years assisting clients transition into Medicare specifically, helping them navigate this along with Social Security claiming strategies.
Prior to forming Firm Foundations Financial Group LLC with his business partner, David Simeone, in early 2024, Scott owned and operated Lucas Wealth and Insurance Planning. Prior to that, Scott was the Executive Vice President at a boutique advisory firm in the greater Pittsburgh area where he managed the Wealth Management needs of the company. He grew to love working alongside clients to plan better futures for them and their families. Scott specializes in walking clients through the financial planning process in a way that puts them at ease. His advice has helped clients plan, prepare for and finally transition into retirement for many years.
He earned his MEd from Duquesne University in Pittsburgh, PA in 2001 and his BS in Environmental Science from Westminster College in 1995 in New Wilmington, PA.
Scott met his wonderful wife, Shari in 1992 and they have been together ever since. Clients will see Shari from time-to-time as she attends the different company events. Scott and Shari have resided in the Greensburg, PA area for over 25 years and when they aren’t taking a day trip to Presque Isle in Erie, PA or Pymatuning reservoir, you might see them taking a walk along one of the area’s many trails. Their faith is the backbone for their relationship and influences all that they do, both privately as well as with the company.
Ashley Walsh is the Client Services Manager at Firm Foundations Financial Group LLC.
She handles and resolves client queries, schedules meetings, processes paperwork and develops strategies for improving the service we deliver to our valued clients. Ashley is incredibly dedicated to meeting the needs of our clients in a timely manner and providing exceptional customer service.
Ashley graduated from the University of Pittsburgh with a Bachelor of Science in Psychology. She has worked in banking, life insurance, data analysis and is an experienced Financial Paraplanner. Ashley is also a licensed insurance agent and helps clients with all of their life and Medicare insurance needs.
Ashley has a heart to serve and bless others. She has gone on several mission trips to El Salvador where she started a shoe ministry for in-need children and teaches Sunday school at her church. Ashley enjoys gardening and spending time outdoors with her husband, Sean, and their 2 children, Sophia and Isaiah.
Firm Foundations Financial Group is a fee-based, Christ-centered wealth management firm serving the investment and planning needs of the greater Pittsburgh area.
We enjoy working with people who appreciate our collaborative approach as well as our culture. We truly love our clients and are constantly seeking better ways in which to serve them.
We take the two pillars of our approach very seriously:
We seek to live into the fiduciary relationship we have with our clients. A fiduciary is a person who always holds the clients’ best interests higher than their own. Essentially we are in the same boat, rowing in the same direction at all times. This is the only way we know how to do business.
We also consider ourselves to be stewards of the relationships we have been given. We believe that God has provided all that we have and that finances can be both a test and a testimony. Therefore we conduct our business in a way that honors God, always striving to put our best feet forward in all that we do.
The CFP® designation is the foremost certification in the advisory profession.
For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board’s ethical standards that require them to put their clients’ interests first. That’s why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
The CKA® designation intertwines an advisor’s Christian faith with their practice.
When you choose a Certified Kingdom Advisor®, you are choosing someone who has demonstrated themselves to be a principled, competent, biblically wise financial professional who is passionate about providing biblically sound financial advice.
The Registered Financial Consultant (RFC®) is awarded to financial consultants who have a minimum of three years of experience as a full-time practitioner in the field of financial planning or financial services and who meet the high standards of education, experience, and ethics. This designation indicates a qualified and trained professional who has worked diligently to gain and maintain a high level of competency and ethical behavior. These financial consultants represent high levels of professional standards in the financial services Industry.
Certified Retirement Counselor®
CRC® certificants are an elite group of qualified retirement professionals. The CRC® program uniquely enhances a professional’s understanding of retirement planning concepts and principles, while demonstrating their commitment to the retirement planning profession. The CRC® certification is accredited by the National Commission for Certifying Agencies (NCCA).