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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Registered Principal (Series 24)
  • Registered Representative (Series 7)
  • Registered Investment Advisor (Series 65)
  • Licensed Accident, Sickness, Life & Variable Product agent

Education

  • B.A. Business/Political Science, Accounting Certificate, University of Pittsburgh, Pittsburgh, PA

Awards & recognition

  • Ameriprise Circle of Success, 2010

Professional associations

  • Certified Financial Planner®Certificants of North America

Previous experience

  • Banc of America Investment Services, 2004-2009
  • Quick & Reilly, Inc, 2001-2004

Community participation

Coach of youth basketball and baseball teams.

Annual Giving Campaign 2013-2020

Interests

I enjoy spending time traveling with my wife, Jennifer

My hobbies include coaching, sports, chess and reading

Free time is spent with my two kids, Margaret & John