Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Originally from Massachusetts, I relocated to Pittsburgh in 1992 while working in the retail industry. Soon after, I realized I wanted a more fulfilling career in which I could work with people on a more personal level. Once I obtained my life, disability, and long-term care insurance licenses, I quickly discovered that my clients wanted more comprehensive solutions. After spending time in the banking industry, I earned my general securities and investment advisor registrations so I could offer full service planning. My focus is to guide clients through every stage of their financial lives, invest in their goals, and assist in protecting what they value most.
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