AVP, Investment Executive
I have ten years of experience in financial services. I live in the Squirrel Hill neighborhood of Pittsburgh with my wife and three sons. We are an active family who enjoy skiing, playing soccer and squash. On weekends, you can find me coaching the middle school soccer team at St. Bede School.
Pennsylvania State University, B.S.
Licenses and Accreditations
Series 7 and Series 66
Pennsylvania Life, Accident and Health Insurance
I approach each client relationship as a journey of exploration. My top priority is to fully understand my clients’ goals and what they hope to achieve. Through comprehensive analysis of their unique financial situation and utilizing the most proven academic methods, I guide them in developing a strategy to optimize their financial plan and maximize cash flow that supports their preferred lifestyle and achieves future objectives.
With specific expertise in working with professionals, I help them devise strategies to safeguard income in case any unexpected circumstances arise that limit or prevent their ability to practice their profession.