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
17
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
  • Tax Planning Strategies
  • Insurance

Education

  • Point Park University B. S. 1999

Awards & recognition

  • Client Satisfaction Award, 2013

Community participation

  • Greater Pittsburgh Food Bank
  • Special Olympics
  • St. Albert the Great Parish

Interests

  • I'm a lifelong resident of Pittsburgh and currently reside in Baldwin.
  • I enjoy golfing with friends - call me to book a tee time!
  • I enjoy attending college basketball and football games.
  • I enjoy reading a good book on a warm beach and spending time with family and friends.

My photos

2 albums
close