Managing Partner & Retirement Plan Advisor

• Aug 2017 - Present

RetireRight Financial Planning'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 services firm located in the South Hills of Pittsburgh in the community of Bridgeville, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. RetireRight Financial Planning'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 services firm located in the South Hills of Pittsburgh in the community of Bridgeville, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service.

Financial Advisor

• May 2017 - Aug 2017

Managing Sales Director

• Jul 2016 - May 2017

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I am a registered representative of and offer securities and investment advisory services through MSI Financial Services, Inc. Member SIPC MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I am a registered representative of and offer securities and investment advisory services through MSI Financial Services, Inc. Member SIPC

Managing Sales Director

• Mar 2016 - Jun 2016

Financial Specialist

• Dec 2008 - Mar 2016

Financial Advisor

• Feb 2007 - Dec 2008

Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do you get it all under control? At Waddell & Reed, we specialize in investments, insurance and comprehensive financial planning. Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do you get it all under control? At Waddell & Reed, we specialize in investments, insurance and comprehensive financial planning.