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
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Family Finances

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • Bachelor of Arts, Point Park University, Pittsburgh, PA

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Community participation

I feel I have a responsibility to give back my community and do so in a number of ways.I serve as Rotary District 7255 Heroin and Opioid Awareness Chair; we work to create awareness and prevention programs for schools and communities. I partner with local sports teams to bring school children to their first sporting events - this is a blast!

Interests

My interests include spending time with my family, traveling and actively participating in the community and reading the latest selection for my book club.I'm originally from Pittsburgh and am an avid sports fan, including football, soccer, baseball and hockey (go Steelers and Penguins!).