My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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26
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
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance

Education

  • MBA, Duquesne University, 1985
  • BS Economics, Pennsylvania State University, 1979

Awards & recognition

  • Ameriprise Client Experience Award, Years 2020, 2021, 2022
  • Five Star Wealth Manager, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2024
  • Premier Protection Award, RiverSource Life Insurance Company , 2014

Community participation

Member, Board of Trustees and president, Valley Care Association, Sewickley, PA

Former board member as well as past president and treasurer, Sweetwater Center for the Arts, Sewickley, PA

Former board member, Sewickley YMCA, Sewickley PA

Former board member and treasurer, Three Rivers Rowing Association, Pittsburgh PA

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Interests

  • Married for 19 years to my wife, Anne, a native of County Cork, Ireland
  • Amateur photographer and you may see my work in local galleries
  • When it snows, you may find me snowboarding at Hidden Valley, PA
  • Also, for variety, I hop on my road bike and cycle the back roads of Allegheny County