My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

I enjoy playing basketball.

I am a history buff.

I am a member of the New Castle Community Y.

Community Participation

  • Board Member, Cray Youth and Family Services
  • Advisory Board, Butler County Community College, Lawrence Crossing

Experience

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Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Awards & Recognition

  • New Castle News, Best of the Best Investment Securities Consultant, 2004
  • Annuity Ace Award, RiverSource Investments, 2010

Qualifications

  • B.S. Degree in Social Studies, Slippery Rock University, 1981
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Education

  • Slippery Rock University, Bachelor's Degree in History and Social Studies

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