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
26
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
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Executive Compensation and Benefit Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • RFC® Registered Financial Consultant
  • Series 7
  • Series 9 & 10 Managers' Licenses
  • Series 63
  • Series 66
  • Series 31 Managed Futures License
  • Life, Accident, Health Insurance Licenses

Education

  • BS Marketing (Emphasis in Finance) - The Pennsylvania State University, 1992

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2013
  • Ameriprise Circle of Success, 2011, 2012
  • Riversource Protect. Grow. Give. (R) Award, RiverSource Life Insurance Company, 2012

Previous experience

  • Associate Vice President, Merrill Lynch, 2006 - 2008
  • Vice President, Morgan Stanley, 2001 - 2006

Community participation

  • Pittsburgh Rivers Club Professional Business Alliance

Interests

Boating, Cooking, Traveling.