As a financial advisor, I work with individual investors, families, retirees and small businesses. I feel it is imperative to first listen and understand each client’s personal and financial circumstances. Once I have a firm understanding, together we can identify and select goals that are important to you. Then I can develop, present and implement a financial plan to help you reach those goals, while periodically reviewing your plan and making changes when necessary.
I began my career in financial services in 1983 because I wanted a challenging career that allows me to assist people in achieving their financial goals. I enjoy helping clients provide for the educational needs of their children and grandchildren, retire free of financial worries and make their desired charitable gifts.
In 1978, I received a Bachelor of Arts degree from The Pennsylvania State University. I have passed the Series 7, 63, 65, exams and hold SIE and life insurance licenses. To further enable me to assist my clients, I also am a CERTIFIED FINANCIAL PLANNER™.
My wife, Denise, and I have two adult sons, Robby and Eric. We love to travel, especially in Europe and the American West. I am a member of Sewickley Valley Historical Association. In my spare time, I enjoy history, Penn State football and taking in a good movie.