My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

Interests

  • 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

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Experience

? 16 ? 92 View scores
 
 
 

Areas of Focus

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

Awards & Recognition

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

Qualifications

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

Education

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

Files for Download

My Photos(2 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(7 videos) X

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