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Helping You Plan For What Matters Most

As one of my cherished clients I will work closely and tirelessly to help you live a comfortable life today and all the days ahead and work to preserve your legacy.  I believe that the path towards your financial future requires a clear vision and a detailed plan that we will build together, and is individually tailored to you and your goals.  By evaluating your financial goals, what’s important to you, your attitudes towards investment risk, and time horizon enables me to better understand your needs and identify appropriate financial strategies.


I am licensed in the states of Pennsylvania, Ohio and West Virginia.

My services include:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Social Security Distribution Planning
  • Wealth Management & Portfolio Growth
  • Personal and Asset Protection
  • Business Continuity & Retirement Planning
  • Education Planning
  • Multi-Generational & Estate Planning
  • Charitable Gifting Strategies