I am committed to making a powerful difference in my clients' lives and helping them make their personal, family, and business dreams a reality. The trust and confidence my clients place in me is my most treasured asset. I strive to help my clients grow, manage, and protect their assets. I use my knowledge of the financial markets to assist clients with making prudent decisions for their long-term financial success.
While at RBC Wealth Management I chose to pursue the Certified Financial PlannerTM credential. After completing the extensive curriculum required, I earned my CFP® certificate. CFP® professionals are dedicated to the highest level of service and ethical standards. The intensive program requirements helped me gain a greater understanding of risk management techniques, as well as insurance, taxes, estate and retirement planning, and investments. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.
I am a member of the RBC Wealth Management Portfolio Focus Group, an exclusive company designation reserved for financial advisors who have achieved a high level of success in building a discretionary portfolio management business.
I live in Murrysville, PA with my wife Kathryn, two children Nichalas and Ashley, and two dogs Dasch and Juno.
I am an active member of the Knights of Columbus and in my free time I enjoy spending as much time as I can with my family .