Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
25
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
  • Family Finances
  • Retirement Income Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7, 66
  • Life, Accident and Health

Education

  • MA, Systematic Theology, Graduate Theological Union, Berkley, California
  • BA, Philosophy, California State University, Hayward, California

Awards & recognition

  • Five Star Wealth Manager, Pittsburgh Magazine 2013, 2014, 2015, 2016.

Community participation

I am a volunteer at Animal Friends.

I enjoy teaching RCIA (Right of Christian Initiation for Adults) classes at St. Richard Parish, as well as Marriage Preparation classes with my wife, Deb.

Interests

I enjoy fitness, gardening, barbequing, antiquing, and Pittsburgh Pirates baseball.

My other interests include model railroading, museums, fishing, the theatre, going out to dinner, and wine tasting.