Partner and Financial Advisor
Professional Experience
- Began career as a financial advisor in 1992
- Financial Advisor and District Manager for American Express, 1992-1997
- Principal of a regional financial planning firm, 1998-2003
Professional Activities
- Quoted in publications including Pittsburgh Business Times and Pittsburgh Quarterly
- Contributed as Reviewer for the Duquesne University CFP Capstone Program
- Certified with Family Reach and the Financial Planning Association to provide pro bono work through the Financial Planning for Cancer program
Community Involvement
- Advisor - R&D Impact Foundation
- Former Trustee – Pine-Richland Opportunities Fund
Professional Designations & Credentials
- CFP® Practitioner, Certified Financial Planner Board of Standards
- Investment Advisor Representative
Education
- University of Michigan | Bachelor of Science and Administration Degree, concentration in finance and marketing