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
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


  • 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


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

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2013

Previous experience

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

Community participation

  • Pittsburgh Rivers Club Professional Business Alliance


Boating, Cooking, Traveling.