As an Accredited Investment Fiduciary, I strive to help educate my clients on the best possible solutions to achieve their financial goals. My passion has always been helping people. My goal is to be a resource to our clients so they can better understand their financial picture and guide them on the path of financial independence.
Prior to being a financial advisor, I worked in various capacities with Northwest Bank. The knowledge gained in the areas of retail lending and commercial credit are tools I use when helping clients plan for their future. This experience has led me to work with a lot of small business owners in my community.
I am a lifelong resident of Pittsburgh, and currently reside in the North Hills with my two children. You can find me on the weekends at a baseball field or a tennis court cheering on my kids or watching one of Pittsburgh's sports teams.
Licenses and Education
• Accredited Investment Fiduciary
• Accredited Investment Fiduciary
• Series 7,6, 63 FINRA registrations
• Life, Accident and Health Licenses
• Bachelor's Degree in Finance, Slippery Rock University (Summa Cum Laude)