Associate Financial Advisor
01Edinboro University of Pennsylvania | Bachelor of Science Degree in Business Administration
02CFP® Practitioner, Certified Financial Planner Board of Standards
03Series 7 & 66 Licenses
04PA Accident, Health, Life, Fixed Annuities, Variable Life/Variable Annuities Insurance License
01Joined Allegheny Financial Group in 2012
02Promoted to Financial Planning Analyst in 2013, Senior Financial Planning Analyst in 2017, and Associate Financial Advisor in 2019
01Active member of First English Evangelical Lutheran Church in Pittsburgh, PA, where he serves as chairman of the Property Committee
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.