About Me
I have been working in the financial services industry since 2017. The most rewarding part of my career is developing relationships with the individuals, families and businesses I serve.
My clients range from young professionals and families to retirees. I take a comprehensive approach in designing financial plans and investment strategies tailored to help each client pursue their unique goals.
As part of a client’s trusted advisory team, I often collaborate with their attorney, accountant and other allied professionals to develop a strategy for passing wealth to future generations.
I also have specific experience developing employer retirement plans for small and mid-size businesses.
I was born and raised in the Pittsburgh area. In my free time, I enjoy playing tennis and spending time outdoors with my dog, Gunner.
Education
Saint Vincent College, Bachelor of Arts
Licenses and Accreditations
- Series 7 and 66 registrations
- Pennsylvania Life, Accident and Health Insurance