Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investments
  • Wealth Preservation Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A., Business Administration, Washington & Jefferson College, Washington, PA

Awards & recognition

  • FORTIFY Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • Five Star Wealth Manager, 2013 - 2015; 2018 - 2022

Professional associations

  • Greater Pittsburgh Business Alliance

Community participation

  • Junior Achievement - Volunteer and Washington County District Leadership Board Member

Interests

  • I currently reside in Washington with my wife, Marcy, and our sons, AJ and Tate.
  • In addition to spending time with my wife and sons, I enjoy many outdoor activities with my family and friends.
  • During the summer months I enjoy playing golf.
  • When the weather turns in the fall I like to spend some time hunting and attending a few football games at my alma mater, Washington and Jefferson College.
  • Several times a year I try to make relaxing weekend trip to my family’s cabin in the Allegheny National Forest.