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
25
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
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance

Education

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

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016, 2018, & 2019

Community participation

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

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.

My photos

1 albums
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