Here to act in your best interests

About me

I enjoy being a financial planner because I’m dedicated to helping my clients navigate the complex world of retirement planning, stock market investing and planning for all of life's ups and downs. Working one on one with my clients is the most enjoyable thing for me. In my free time, I enjoy running, golfing and am a huge fan of the Pittsburgh Penguins.


Bachelor of Science, Pennsylvania State University

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Pittsburgh I - Wexford

1605 Carmody Court, Building IV
Suite 100
Sewickley, PA 15143

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Pittsburgh - South Hills (Appt Only)

651 Holiday Drive, Building 5
Suite 400
Pittsburgh, PA 15220

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning