As a partner in our Wealth Management practice, my focus is on helping my clients define and monitor progress toward their financial goals. I’ve been helping my clients achieve this for 24 years, and I specialize in developing savings behaviors, implementing debt reduction strategies, analyzing client cash flows, defining investment policy, determining portfolio allocations, minimizing income taxes, and maximizing client balance sheets.
I hold a B.S.B.A. in finance from Duquesne University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
