Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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I'm a proud mom of two boys - we enjoy life on our family farm and look forward to summer beach trips for relaxation and adventure.
I love the simple joys in life—whether it’s relaxing on a sunny beach, baking something sweet, or spending time with friends and family. These moments bring me happiness and balance, and I enjoy sharing that positive energy with everyone I meet.
Originally from Johnstown, PA, I now call Moon home. I’m a retired college basketball player who now spends most of my time on the golf course. I’ve been a Pitt football season ticket holder for many years and enjoy a good tailgate on Saturdays in the fall. I love spending time with my friends and family, exploring new restaurants, traveling, and going on active adventures.
I’m a proud mom to an amazing daughter who’s passionate about basketball. Our family loves making memories together, and one of our favorite traditions is visiting Disney every year. When I’m not cheering from the sidelines or planning our next trip, I enjoy spending quality time with the people who matter most.
One of my greatest joys is spending time with my children and traveling to visit them whenever I can. I also love unwinding with a good glass of wine and spending Friday nights around a cozy fire. These simple pleasures keep me grounded and remind me of what matters most—family, connection, and creating memories.
Outside of work, I’m a proud mom of two girls and love exploring new places with my family. Traveling together is one of our favorite ways to create lasting memories.
Let's meet to discuss what's most important to you.
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