Chief Advisory Officer & Managing Principal

Bud Kahn is the Founding Principal of Wealth Management Strategies, Inc. The Pittsburgh-based financial services firm provides financial planning, asset management, and other wealth management services to a wide range of individual and corporate clients throughout the United States. Bud is a licensed CPA and holds professional credentials of Certified Financial Planner®, (CFP), Certified Investment Management Analyst®, (CIMA), Certified Private Wealth Advisor®, (CPWA) and Accredited Estate Planner (AEP).

Bud is a graduate of the University of Pittsburgh, with a bachelor’s degree in economics and an MBA in accounting and finance. He also earned a master’s degree in taxation at Robert Morris University and has completed executive education studies at the University of Pennsylvania’s Wharton School, The Booth School of Business at the University of Chicago, and The Tepper School of Business at Carnegie Mellon University. Bud is a member of the Investments and Wealth Institute, Allegheny Tax Society, and the Estate Planning Council of Pittsburgh. 

Bud also teaches for the Osher Lifelong Learning Institute at Carnegie Mellon University.  He is an alumnus of Leadership Pittsburgh, Class XIV, and is currently attending the FBI Pittsburgh Citizens Academy.

Wealth Management Advisor

Randy has been providing customized investment and financial risk management solutions for clients in the tri-state area of Western Pennsylvania and beyond since 1990. His solutions-based practice includes services to business owners, municipalities, individuals and families.

Randy satisfied the requirement of the Certified Financial Planner Board of Standards in 2002 and became a Certified Financial Planner™ practitioner. Originally from Philadelphia, PA, Randy attended Temple University majoring in Business Administration. Following college, he came to Pittsburgh and joined the Pittsburgh Steelers as an undrafted Free Agent. Randy played eight seasons for the Steelers and was part of the Steelers’ first four Super Bowl Championship teams.

Throughout his twenty-plus years of providing financial services, Randy has serviced his clients with superior communications, a patient long-term focus and the use of high-quality financial solutions.

Wealth Management Advisor & VP of Planning

After graduating from Indiana University-Bloomington, Aaron gained experience in communications and marketing, before establishing himself as a wealth advisor at WMS, Inc.® He then graduated from the Executive MBA Program the University of Pittsburgh’s Katz School of Business. He now works exclusively with young professionals and families at the genesis of their financial planning. He believes firmly in the importance of balance, as young families work to juggle spending, saving, planning, and life.

Aaron’s core principle when working with clients is perspective. He strives to help his clients see their financial picture from a global vantage, rather than focusing on specific pieces, so their end goals do not feel so distant. In addition to planning with his clients, Aaron works to promote financial literacy through round table discussions, as well as question and answer sessions.

Aaron resides in Aspinwall with his wife Monica, their daughter, and two dogs: Grey and Larry. In his free time, Aaron enjoys spending his time hiking or camping and is an avid skier, cyclist, and rower. He is also a board member at Trail Pittsburgh, the Western Pennsylvania chapter of IMBA.

Client Service Manager

Amy has been a member of our team since 1997. She is a Financial Paraplanner Qualified Professional™, Notary Public, and is responsible for all client relations and account services. She is always happy to assist you with any question or request. 

Amy was born in Pittsburgh and currently lives in Wexford with her husband and four children.

Operations Manager

Juli has been a member of our team since January 2015.  Juli is responsible for assisting Amy in client relations and account services.  She is always happy to assist you with any question or request. Juli has a Business Administration and French BA from Illinois Wesleyan University and an Accounting BS from Illinois State University.  She previously worked for GTE for 13 years principally in Accounting and Human Resources before raising her children and volunteering for many organizations. 

Juli and her husband live in Pittsburgh.

Office & Client Service Manager, WMS, Inc.-Greensburg

Tammie has been with the firm since January of 2017, and was previously the Office Manager/Administrative Assistant of Northgate Wealth Management from 2003 to 2016, until it was acquired by Wealth Management Strategies, Inc.®  She is always available to assist you with any questions or concerns. Before taking time off to raise her two children, she worked for Mellon Bank Corporation for ten years as Department Head Secretary in the Global Cash Management Department as well as in their Corporate Offices.

Tammie and her husband reside in Greensburg.