Advisor profile

What you can expect when we work together

Hiring a financial advisor is a big decision. Before you pay a penny in fees or invest your nest egg, I want you to make an informed decision about how we'll work together and how I can help you plan for your goals.

Everything I do is based around 3 principles:

1. My advice is tailored to you, your situation, and your goals.

2. I'll speak in easy-to-understand terms, no fancy jargon. Costs and fees will also be explained.

3. We will meet regularly to adjust your plan as your life changes.

While I'd love to be able to help everyone, I specialize in the following areas:

- Full service financial planning for clients that are approaching retirement

- Income, estate and tax planning for clients that have already retired

- Basic retirement planning for younger clients that want advice on planning their future

We have over 30 locations in the Pittsburgh area where we can meet to help you with your financial planning needs. I'm also available for virtual & phone consultations.

If you'd like to schedule a 5-10 minute complimentary initial consultation call, please contact the office at 724-325-4185 or email

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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies


  • Series 7 & 66
  • Life, health, and annuity license


  • B.A. International Business - PennWest California, 2003

Awards & recognition

  • Ameriprise Circle of Success, 2021
  • S&T Financial Services, Ameriprise Client Experience Award, 2021


I absolutely love spending time with my wife (Katie), our family, our friends, and our eccentric, lovable cat (Fred).

Katie and I enjoy trying new restaurants, hanging out with our nieces & nephew, going to concerts, and traveling to Disney World.

In my free time, you'll find me playing my guitars, reading, and hunting for vintage toys, video games and VHS.

Fun facts:

  • I went to Space Camp when I was 12 and paid my own way by delivering newspapers
  • I've been to Disney World over 25 times (and counting!)
  • In 2015, I led a team that created, designed, and manufactured 3 brand-new games for the original Nintendo system.