Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science in Business Administration, Robert Morris University
  • Bachelor of Science in Marketing, Robert Morris University

Interests

  • I enjoy travelling, both domestic & international.
  • I've been involved in wine-making for over 10 years.
  • I love to cook, and I'm always looking to expand my culinary skills and scope of cuisines.
  • When time permits, I try to work on my golf game...which always needs more practice.

Community participation

  • Cystic Fibrosis Team Member
  • Greater Pittsburgh Community Food Bank
  • FOCUS Pittsburgh
  • Animal Friends
  • Hello Bully

Awards & recognition

  • Five Star Wealth Manager, 2014; 2105; 2016