Advisor profile


My approach

We look to provide comprehensive financial care to help our clients with their wealth management strategies. We believe our approach starts with your dreams and goals, not just numbers. Our team has experience helping clients with the complexities of wealth management and customized financial planning. We work to achieve this by utilizing consistent,disciplined processes and strategies.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
24
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℠
  • Series 7 License Series 63 License Life Accident and Health License
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS Bachelor of Sciences in Marketing, Robert Morris University, Moon TWP., PA

Interests

Spending time with my wife Karen and our two boys, Brandon and Jonathan

Pittsburgh Steelers

Pittsburgh Penguins

Robert Morris Basketball

Coaching Basketball

History

Charity - Cystic Fibrosis, USO, Adopt a U.S. Soldier at Christmas.

Community participation

Cystic Fibrosis

Toys for Tots

Sts. Peter and Paul Church

Wounded Warrior Project

Make-A-Wish

It's About The Warrior Foundation