Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance

Education

  • Bachelor of Science in Business Administration, Robert Morris University
  • Bachelor of Science in Marketing, Robert Morris University

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016, 2018, & 2019

Community participation

  • Cystic Fibrosis Team Member
  • Greater Pittsburgh Community Food Bank
  • FOCUS Pittsburgh
  • Animal Friends
  • Hello Bully

Interests

  • I enjoy travelling, both domestic & international.
  • I've been involved in wine-making for over 10 years.
  • I love to cook, and I'm always looking to expand my culinary skills and scope of cuisines.
  • When time permits, I try to work on my golf game...which always needs more practice.

My photos

1 albums
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