I am a first vice president and financial advisor, as well as a CERTIFIED FINANCIAL PLANNER™ professional. My strategy is to work closely with clients and their families to help them meet their business and personal financial goals through proper planning of investments, retirement, estate, education, insurance and charitable giving needs. I excel in the implementation of strategies with the goal of providing exceptional client service to small businesses, individuals and their families by addressing each generation’s unique aspirations.
Bringing more than 25 years of experience in the investment industry, I spent the early years of my career gaining experience at regional firms, including Hefren-Tillotson, prior to transitioning to Smith Barney in 2007. I have been with RBC Wealth Management since 2014 and am a summa cum laude graduate of Duquesne University, where I earned my Bachelor of Science degree in professional studies. My CERTIFIED FINANCIAL PLANNER™ certification was earned by completing the required education through the Palumbo-Donahue School of Business at Duquesne University. I have passed the Series 7, 63 and 65 exams, and also hold licenses for life, health and accident insurance.
My charitable contributions continue to be at the forefront of my personal life. I previously served on the Finance Committee of St. Sylvester Parish. My membership in the LaSallian Society of Central Catholic High School helps build on my core values while working with my clients. I am also an avid supporter of Oakland Catholic High School, the Miracle League of the South Hills, and Sisters Place.
I reside in the South Hills with my husband, Jim, and our two children, Nolan and Corisa. In my spare time, I enjoy spending time with my family at car cruises and traveling.