My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.



  • Married for 9 years to my wife Anne who is a native of Cork County, Ireland
  • Amateur photographer and you may see my work in local galleries
  • When it snows, you may find me snowboarding at Hidden Valley,PA
  • And when its a bit warmer, I enjoy running outdoors and participating in 5k races around western PA

Community Participation

President and treasurer of the Board of Directors, Sweetwater Center for the Arts in Sewickley,PA

Former board member and treasurer, Three Rivers Rowing Association, Pittsburgh PA

Former board member, Sewickley YMCA, Sewickley PA

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance


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Awards & Recognition

  • FIVE STAR Wealth Manager1, Pittsburgh Magazine, 2012, 2013 & 2014
  • Premier Protection Award, RiverSource Life Insurance Company 2, 2014


  • CRPC®  Chartered Retirement Planning CounselorSM
  • AWMA®  Accredited Wealth Management Advisor
View Definitions


  • MBA, Duquesne University, 1985
  • BS Economics, Pennsylvania State University, 1979

Files for Download

My Videos

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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.


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    Bring the Ameriprise financial wellness...

    Find out how adding to your total benefits package can make a difference for your business and your employees.


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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.


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    How will taxes affect your retirement?

    See how permanent life insurance can provide protection, retirement income and tax advantages – all in one.


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    The secure site on

    Watch our video for an introduction to the secure site and learn more about working with your advisor online.


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    Total View: Your complete financial...

    View your accounts from other financial institutions in one secure place.