Team profile

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Community participation

Premier Wealth Partners - Community participation photo

Make-A-Wish Greater Pennsylvania and West Virginia

Wish Heroes

Greater Pittsburgh Community Food Bank

Relay For Life - American Cancer Society

Hello Bully - Pittsburgh Pit Bull Rescue

Cystic Fibrosis Foundation

FOCUS Pittsburgh

Animal Friends