Bud Kahn, CPA, CFP®, CIMA®, Certified Private Wealth Advisor®

Chief Advisory Officer & Managing Principal

Bud Kahn is the Founding Principal of WMS Wealth Planners. 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.

Aaron Kahn, CFP®, MBA

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 Wealth Planners. 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.

Daniel Eller, CPA, CFP®

Associate Wealth Strategist

Daniel joined WMS Wealth Planners in 2020 after previous positions as a software engineer for several years. Daniel graduated from Case Western Reserve University with a BS in Computer Engineering, and then completed the Master of Science in Accounting program at the University of Pittsburgh’s Katz Graduate School of Business. Daniel is a licensed CPA and a member of the American Institute of CPAs.  Daniel passed the CERTIFIED FINANCIAL PLANNER® exam in July, 2022.  He is an annual participant in the IRS’s Volunteer Income Tax Assistance program.

Amy Hart

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.

Tammie Harenchar

Office & Client Service Manager, 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 WMS Wealth Planners.  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.