My philosophy is to do what is right, to help others, and to continue to educate myself to be the best at what I do. The work that I do makes a difference in peoples’ lives, from the client whose husband passed away unexpectedly to the client who is finally able to retire from a financial perspective.
I've worked with families and business owners to protect and grow their wealth. This is done in one of three ways: by taking advantage of the opportunities that are presented to us in understanding markets and economic conditions, by understanding risks associated with life's milestones and preparing for the unexpected, and by using the rules and regulations of government to avoid excess taxation of wealth, growing it in the most efficient manner possible. Together, we take into the account the need for insurance, estate planning, and leaving a legacy for our loved ones and business partners.
A native of Western Pennsylvania, I specialized in providing objective and customized financial options to individuals and businesses. My approach is unique in that I build a professional yet friendly relationship with my clients. This enables me to discover each client's financial needs, objectives, and issues, including long-term goals, risk tolerance and investment philosophy. Based on this information, I designed a unique and objective financial strategy customized to the individual client.
A graduate of Edinboro University with a Bachelor of Arts in Business Administration, I have effectively worked with clients in the Western Pennsylvania area for over 25 years. I am the father of two wonderful children.