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.

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Interests

  • Married for 7 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 of the Board of Directors, Sweetwater Center for the Arts in Sewickley,PA

Former board member, Three Rivers Rowing Association, Pittsburgh PA

Former board member, Sewickley YMCA, Sewickley PA

Areas of Focus

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

Experience

14
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Awards & Recognition

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

Qualifications

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

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

My Videos

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