Financial Advisor
How do you help clients Invest in Peace of Mind?
As a CERTIFIED FINANCIAL PLANNER® practitioner, I am committed to act as a fiduciary, prioritizing my clients’ best interests. I offer personalized strategies that are tailored to your specific retirement timeline, risk tolerance, and income needs. Having a professional who understands your situation can help you navigate complex decisions with confidence. You can rest easy knowing you are on the path to achieving your goals, with the flexibility to adjust your plans as life changes.
What do you think are the most important steps people can take to improve their financial well-being?
The most important step is setting a goal. Establishing a goal enables you to take actionable steps toward achieving it. This goal can vary—from retiring early to funding a college education or leaving a specific amount for your heirs. Once the goal is defined, we can work together towards accomplishing it without compromising your quality of life today. As you progress through different stages of life, your goals may change, and so can your strategies for reaching them.
What are some important things to consider when choosing a financial advisor?
When selecting a financial advisor, one crucial factor to consider is the relationship you have with them. It's important to avoid having to speak with a different advisor each time, especially when discussing something as personal as your finances. Building a relationship with a trusted advisor and their team fosters familiarity, ultimately creating a mutually beneficial partnership that assists both parties in achieving their goals.
How do you like to spend time outside of the office?
As a dad of two, my children definitely dictate my schedule outside of work. Whether we're on the baseball field or exploring a new park, we spend a lot of time outdoors. I enjoy hiking, kayaking, and watching all things related to Pittsburgh sports.
Professional Designations & Credentials
- CFP® Practitioner, Certified Financial Planner Board of Standards
- Investment Advisor Representative
Education
- Southern New Hampshire University | Bachelor’s Degree in Finance with a concentration in Personal Financial Planning