Financial Advisor
Why did you choose financial planning as your profession?
I have always been great with numbers, which made my college decision revolve around either Engineering or Finance. After graduating from engineering school, I realized that it wasn't my cup of tea. I also enjoy working with people on a one-on-one basis. This led me to return to school to pursue my Finance degree. Becoming a financial planner allows me to combine my passion for numbers with my desire to help people achieve their financial goals while also having control over my own destiny.
What types of client relationships do you find most rewarding, and why?
My favorite clients are the children of my current clients. This demonstrates that my clients trust me and the advice I provide. Additionally, I enjoy teaching young adults about the power of compound interest and the importance of having a financial plan.
What are you a fan of?
I am a fan of many sports, especially the Pittsburgh teams: Steelers, Pirates, and Penguins. Additionally, I enjoy attending live music events, concerts, or any performances in the Cultural District, like a musical or play at the Benedum.
Professional Designations & Credentials
- CFP® Practitioner, Certified Financial Planner Board of Standards
- Investment Advisor Representative
- PA Life, Accident, Health Insurance License
Education
- Robert Morris University | Bachelor of Science Degree in Business Administration with dual-major in Finance
- Duquesne University | Executive Certificate in Financial Planning
- University of Pittsburgh | Bachelor’s Degree in Metallurgical/Material Science Engineering