This work matters to me because it's about people, not just numbers. When someone sits down across from me, they're often facing big decisions about their future, and I take that responsibility seriously. My job is to listen well, ask the right questions, and help create a plan that actually fits their life. It's your life goals that drive all the decisions and plans we implement together.
I graduated from Robert Morris University with a degree in Finance and earned my Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. I'm currently working toward my CFP certification and serve as a Certified Exit Planning Advisor (CEPA) for small business owners looking to transition out of their companies. Those credentials provided the foundation, but it's the years of working side-by-side with real families through real challenges that shape how I serve clients today.
My wife Caron and I are blessed with two wonderful children. Josh attends Robert Morris University as a student athlete, running Cross Country and track. Mary Alice attends Grove City College and is pursuing her passion to become a teacher. As a family, we love attending college and sporting events together, taking skiing and hiking trips, and spending quality time with the people who matter most to us. Those priorities remind me every day why this work is so important.