Managing Partner and Financial Advisor
Professional Experience
- Began his career at Allegheny Financial Group in 1996
- Promoted to Financial Advisor in 2001 as he earned his Certified Financial Planning designation from the CFP® Board of Standards
- Became a partner of Allegheny Financial Group and Allegheny Investments in 2007.
- Named managing partner of Allegheny Financial Group and Allegheny Investments in 2011.
- Currently serves on the Allegheny Financial Group Executive Committee
- Managing member for several investment partnerships
Professional Activities
Active member of the Pittsburgh Chapter of the Financial Planning Association
Community Involvement
Board Member of Bridge of Hope® National
Professional Designations & Credentials
- CFP® Practitioner, Certified Financial Planner Board of Standards
- Investment Advisor Representative
Education
- Grove City College | Bachelor of Science Degree in Financial Management