Advisor profile

What you can expect when you work with me

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.

Get started
12
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
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance

Education

  • B.S. - Business Leadership and Change Management, Duquesne University 2004

Community participation

Volunteer and Board Member

Caring for Kids - The Carrie Martin Fund - UPMC Children's Hospital of Pittsburgh Foundation

The Carrie Martin Fund is an endowed fund within UPMC Children’s Hospital of Pittsburgh Foundation and provides flexible, ongoing resources to support clinical care, teaching, and research activities that directly benefit patients and their families.

Council Member

Duquesne University Palumbo Donahue School of Business - Investment Strategy Institute Advisory Council (ISIAC)

ISIAC advises the Dean and Finance personnel on enhancing the Investment Strategy Institute and associated educational programs.

Interests

  • Being active with my wife and our three children. We love to travel and spend time with friends and family
  • Enjoy any outdoor activity, especially golfing and hiking
  • Also enjoy attending concerts and sporting events