About Me:
I am a seasoned Investment Executive focusing on guiding individuals through complex financial decisions with precision and integrity. With years of experience managing capital, structuring investments and navigating market volatility, I bring a mindset focused on sustainable growth and risk management. I aim to provide performance driven strategies, transparent communication and personalized approach that turns financial goals into executive plans.
Education:
Point Park University, MBA
University of Pittsburgh, BA
Registrations and Accreditations:
- Series 7, 63, 65 and 66
- Pennsylvania Life, Accident and Health
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.