01Robert Morris University | Bachelor of Science in Business Administration with a concentration in Finance
02Duquesne University | Executive Certificate in Financial Planning
03CFP® Practitioner, Certified Financial Planner Board of Standards
01Joined Allegheny Financial Group in 2008 as an analyst within the financial planning department of the BHKM Group
02Transitioned to the role of associate financial advisor in 2012
03Transitioned to the role of financial advisor in 2017
01Repeat Recipient of Five Star Wealth Manager Award
01Serves on the Board of Hill City Church of Pittsburgh
02Served as a youth leader and mentor for 10 years at a prominent local area youth center
Our practice provides comprehensive financial planning and investment management to households, small businesses, and pension plans. Sensitive to each client’s unique circumstances and objectives, we focus on achieving those objectives. We believe a deep understanding of each client is essential to providing the advice over the long term that makes achievement of those objectives both possible and likely.
We believe in comprehensive financial planning based on sound economics as a methodology for creating and preserving wealth. This is a continuous process that is comprised of meeting with clients, reviewing the various financial aspects of their lives, and implementing ideas where appropriate. We believe in capitalism as a foundation for investment management. Our number one priority is delivering exceptional service so our clients view us as a trusted advisor for their wide range of needs.