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Credentials

  • Retirement Income Certified Professional®
    The American College of Financial Services
    Apr, 2018
    - Sep, 2024
  • Accredited Investment Fiduciary®
    Center for Fiduciary Studies
    May, 2014
    - Sep, 2024
  • CERTIFIED FINANCIAL PLANNER™
    Certified Financial Planner Board of Standards, Inc.
    Mar, 2012
    - Sep, 2024
  • Certified Plan Fiduciary Advisor
    National Association of Plan Advisors
  • FINRA - Series 7, 63, 65
    FINRA

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner/ Financial Planner
      • Aug 2013 - Present

      RetireRight Pittsburgh’s mission is to inspire our clients to achieve True Wealth through education, communication, and service which exceed their expectations. We are an Independent wealth advisory firm located in the South Hills of Pittsburgh in the community of Upper St. Clair, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. RetireRight Pittsburgh’s mission is to inspire our clients to achieve True Wealth through education, communication, and service which exceed their expectations. We are an Independent wealth advisory firm located in the South Hills of Pittsburgh in the community of Upper St. Clair, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Dec 2011 - Aug 2013

      Living Wealthy Advisors was an Independent Wealth Management firm that focused on comprehensive financial planning for business owners, families and land owners in the Marcellus and Utica Shale Regions. I provided a full complement of independent planning and financial solutions tailored towards the needs of Oil and Gas lease recepients in Western Pennsylvania. Living Wealthy Advisors was an Independent Wealth Management firm that focused on comprehensive financial planning for business owners, families and land owners in the Marcellus and Utica Shale Regions. I provided a full complement of independent planning and financial solutions tailored towards the needs of Oil and Gas lease recepients in Western Pennsylvania.

    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Dec 2008 - Dec 2011

      As a Financial Advisor at PNC Investments I focused on the development, implementation and monitoring of financial strategies for individuals and businesses. I implemented these financial strategies by offering a solutions-based approach, providing customized strategies designed to meet the needs of my clients. As a Financial Advisor at PNC Investments I focused on the development, implementation and monitoring of financial strategies for individuals and businesses. I implemented these financial strategies by offering a solutions-based approach, providing customized strategies designed to meet the needs of my clients.

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Investment Consultant
      • May 2007 - Dec 2008

Education

  • Creighton University's Heider College of Business
    Master's Degree, Security Analysis & Portfolio Management
    2012 - 2014
  • Washington and Jefferson College
    Bachelor's Degree, Accounting
    2003 - 2007
  • Charlotte Latin School
    2000 - 2003

Community

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