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
10
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
  • Tax Planning Strategies

Qualifications

  • Series 7
    Series 66

Education

  • Carnegie Mellon University, Tepper School of Business - MBA (2023)
  • University of Pittsburgh - Bachelors in Finance and Accounting

Professional associations

  • Duquesne University - Certificate in Financial Planning

Previous experience

  • Financial Advisor - PNC Investments, 2013-2021

Interests

I spent many years coaching youth and high school basketball before going back to get my MBA. I always enjoyed the relationships I built with my players and the competition of gameday.

I have two kids, my daughter Reese and my son Camden and two Golden Retrievers, Ollie & Annie. Outside of work I am spending time with all of them and my wife, Molly.

Pittsburgh has a great food scene. I love exploring new restaurants during date night with my wife. Some of our favorites are Poulet Bleu in Lawrenceville and Tako Downtown.