I’m a senior wealth advisor dedicated to helping a select group of families and individuals navigate their financial paths with confidence and clarity. With a strong commitment to client success, I emphasize creating an exceptional experience that combines investment management, in-depth financial planning, and attentive relationship care. My mission is to support clients in pursuing their unique financial goals, equipping them with strategies designed for both today’s needs and tomorrow’s dreams.
I hold a Bachelor of Science in Finance from Robert Morris University and an Executive Certificate in Financial Planning from Duquesne University’s Palumbo Donahue School of Business. While studying, I was an active member of the Financial Management Association, serving as a representative to the Student Council.