Always Here to Guide You In Planning for What Matters Most

At Astyr Wealth, we specialize in guiding faith-based families, business owners, and entrepreneurs make informed financial decisions.  Our mission is to help you maximize your wealth for meaningful impact, aligning your financial goals with your values.

The Astyr Wealth Team

We’re driven by the idea that we can make a significant difference in the lives of our clients and communities through integrity, compassion, and commitment.

At Astyr Wealth, we take pride in the creative ideas and strategies we bring to the table. We specialize in the areas of retirement income, wealth management, as well as business owner planning, estate, and tax reduction strategies to address clients’ needs.

Trustworthy. Authentic. Compassionate. Family.

Niki Mullinix

Owner, Private Wealth Advisor, CFP®, CRPC ®, CKA ®, CBEC ®, MBA

I founded the practice in 1999, which has evolved into a holistic financial planning practice in which we integrate vision, values, and goals into our clients’ financial plan to help provide a sense of security and confidence as they accumulate, preserve, and transfer wealth.

As a CERTIFIED FINANCIAL PLANNER™ Professional, it is my honor to be able to guide senior executives, business owners, and professional women to live out their financial dreams and fulfill their destiny. We offer this through comprehensive financial planning that includes all areas of planning, such as retirement, investments, insurance, estate planning strategies. Since a large majority of our clients focus on retirement, I have obtained the Chartered Retirement Planning CounselorSM– CRPC® designation to become a specialist in guiding our clients to financial independence.

Craig Peterson

Private Wealth Advisor & Chief Operating Officer

Craig is originally from Chicago but has proudly called Pittsburgh home for several years now. With over 5 years of experience as a financial advisor, he brings a deep commitment to helping individuals and families build lasting financial confidence through education, planning, and disciplined strategies.

Susie Grasky

Marketing Brand Manager & IT Communications Specialist, BSIS

My upbringing was grounded in the core values of family, faith, and support. My parents’ commitment to each other and to our family left an indelible mark, teaching me the importance of unity and mutual support. The foundation of faith they provided to me at an early age has been a guiding force, shaping my outlook on life and influencing the way I approach both challenges and opportunities.

I have proudly been a part of the Astyr Wealth team since 2017. I am rooted in Pittsburgh, where I earned my Bachelor of Science degree in Information Science from the University of Pittsburgh. I bring years of administrative and technical experience to the company. 

I believe the Astyr Wealth purposeful process and personal approach is what sets us apart, and I take pride in providing an exceptional customer experience. 

Carolyn Daniocek

Planner Assistant

I come from a family of six, being the third out of four kids. My Father, a Marine Veteran, taught me the importance of completing tasks the correct way the first time, communication skills, and how to be a leader. My mother, a nurse case manager, instilled within me kindness and patience, time management, and the benefits of creating a routine.

As a child, I would always create my own pretend businesses and force my siblings to participate as employees or customers. At that point is when I realized that being a part of the business and finance world was my passion.

Kim Peters

Practice Manager

 

I grew up in Erie, PA and earned my undergraduate degree from Duquesne University, followed by graduate studies at Miami University of Ohio. As Practice Manager at Astyr Wealth, my goal is to help the practice run smoothly, enhance the client experience, and contribute to building a culture where people feel truly cared for.

Jodi Zegarelli

Business & Client Support Specialist

I grew up in a small, close-knit community where I learned firsthand the value of hard work by watching my family’s tireless efforts. Recognizing early on that success comes not from working harder, but from working smarter, I committed to education and thoughtful decision-making. Proudly, I became my family’s first college graduate.

I earned a Bachelor of Science in Psychology and Business from the University of Pittsburgh. While working through college, I developed critical skills and an appreciation for the drive and discipline required to support both personal and financial growth.

Following graduation, I pursued various roles that enriched my understanding of people’s financial and personal needs. These experiences sharpened my ability to offer thoughtful guidance and support.

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OUR APPROACH

Our clients have told us that the difference between having their work done and having it done as well as possible has meant greater confidence and clarity in their financial plan. There is a sense of security that comes from creating a financial plan that is unique to you.

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