Meet Your Guides

I bring over 24 years of experience in the financial services industry, with a strong commitment to helping my clients pursue their financial goals and work toward a secure future. Before founding Compass Wealth Management in 2020, I worked with several notable financial advisory firms, including Prudential, Financial Services Corp (FSC), LPL Financial, and Raymond James.

Before entering the financial services industry in 1999, I retired after a distinguished 24-year career in the Air Force, where I served as a Load Planner. The skills I developed in the Air Force—such as dedication, attention to detail, and exceptional client service—are the same attributes I apply when serving my clients today.

As a Dave Ramsey SmartVestor Pro*, I’m passionate about guiding my clients through comprehensive investment planning, creating portfolios that align with their unique goals and objectives. My focus includes tax-smart portfolios, retirement and estate planning, as well as portfolio and risk management. I work primarily with clients who are nearing retirement, military veterans, and business owners.

I studied business administration at Robert Morris University and Texas Christian University. I hold a Life, Accident & Health Insurance license, along with FINRA Series 6, 7, and 66 licenses held through LPL.

My wife, Teresa, and I have been married for 34 years, and we live in Glenshaw, PA. We have two children, Anthony and Kirsten, both married. In my free time, I enjoy snowmobiling, endurance cycling, golfing, and playing pickleball. I’m also active in the local community, mentoring through the Leading and Mentoring Program (LAMP) at Northway Christian Community Church, serving on the Military Affairs Advisory Board with the Chamber of Commerce, and having held the position of VP of government relations for the Air Force Association. Additionally, I volunteer as a guest speaker in local schools through InvestWrite and serve as a judge for the SIFMA Foundation’s Invest It Forward program for students in grades 6-12.

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Compass Wealth Management or LPL Financial.

Honorably discharged from the United States Navy in 1987, I have since dedicated my career to Financial Planning. I earned the designation of Certified Financial Planner in 1993. 

With over 3 decade of experience, I have been committed to helping individuals and families pursue their financial goals. 

My wife Kelly and I have lived in Cranberry Township since 1998 where we have raised 3 wonderful children: Elizabeth, Adam and Luke. 

Outside of work I enjoy watching sports, playing pickleball and staying active through regular workouts. 

My extensive experience and personal commitment to my clients’ financial well being drive me to provide tailored advice and strategic planning that meets their unique needs.

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.

My interest in business and entrepreneurship began in high school near Bloomsburg, PA, where I competed nationally during both my junior and senior years as part of Future Business Leaders of America.

I graduated from Geneva College in 2014 with a bachelor’s degree in Environmental Engineering. After graduating, I worked in civil and environmental engineering and earned my professional engineer certification in December 2020.

Soon after college, I developed a passion for personal finance, which led me to teach a Dave Ramsey Financial Peace University class in early 2019. This experience guided me to become the Director of Business Operations at Compass Wealth Management. In this role, I love using my skills in critical thinking, numerical analysis, and financial plan development to help others find confidence in their personal finances.

I hold my Life, Accident, & Health Insurance license and have completed the FINRA Series 63, 65, and 7 licenses.

An avid sports fan with a recent love for pickleball, I own a home in the McCandless/Allison Park area.

I’ve been working in the financial services profession since 2011, starting my career at the Mutual Fund Store, where I handled account opening and maintenance. In 2016, I accepted a position with Benchmark Financial Advisors, supporting a team of financial professionals. Later, I joined Compass Wealth Management, where I assist with the growth, account opening, maintenance, and day-to-day operations of the practice.

I live in the North Hills and enjoy playing pickleball and spending time with my family and close friends.