Advisor profile


Our Values

We believe the best outcomes for all occur when knowledgeable advisors, practicing with integrity and working through partnerships and teamwork help to engender the best decisions that empower families and the community.

29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • AIF® Accredited Investment Fiduciary®
  • BFA™ Behavioral Financial Advisor

Education

  • Case Western Reserve University - 1991 - BS - Accounting
  • California University of Pennsylvania - 1992 - MS - Finance

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015, 2018, 2019, 2021-2023

Previous experience

  • Richard J. Link, CPA - Associate Accountant, 1993-1995

Community participation

CURRENT:

  • Financial Planning Association: Pittsburgh Chapter - At-Large Board Member (2020 - Present)
  • Ellsworth Sportsmen's Club - At-Large Board Member (2022 - Present)
  • YMCA Parent/Child Programs - Spencer Family YMCA (2016 - Present)
  • Adopt-A-Highway - Bebout Road, Peters Township, PA (2011 - Present)

PRIOR:

  • Timberlake HOA Board - Financial Secretary (2014 - 2022)
  • Spencer Family YMCA - Board of Directors, At-Large Board Member (2019 - 2021)
  • YMCA Parent/Child Programs - Y-Guides Longhouse Chief - Spencer Family YMCA (2014 - 2016)

Interests

  • Spending time with my wife, Jenifer, and my 16-year old son, Christopher
  • Trying to stay fit at the Spencer Family YMCA
  • Reading: History & Non-fiction, and Sciences - I try to read 4 books per month (on pace for 44 in 2022)
  • Going shooting, camping, and fishing with my son
  • Community Involvement (see below)