As a Financial Professional, I’m dedicated to providing personalized wealth management education. My goal is to empower clients to make informed, confident decisions about their financial futures. Backed by decades of experience, my philosophy is rooted in managing, growing, and preserving wealth.
My areas of specialization include individual and business life insurance planning, retirement planning, investments, annuities, 401(k)s, IRAs, disability income, long-term care, Medicare supplements, and dental and vision plans.
A lifetime member of the prestigious Million Dollar Round Table, an honor reserved for the top 2% of Financial Professionals worldwide, I was inducted into the Equitable Advisors Hall of Fame in 2012. I have served three terms as President of the Washington County chapter of the National Association of Insurance and Financial Advisors (NAIFA), as well as held leadership roles with the NAIFA Pittsburgh Board, and as a PA State Director and Vice President for PA-NAIFA. Over the years, I’ve authored industry articles featured in local, state, and national publications and taught LUTCF courses on Individual and Business Insurance. I’ve also served as a member of the PA Association of Insurance and Financial Services Speakers Bureau.
I earned my bachelor’s degree from West Virginia University, pursued a master’s degree at Duquesne University, and hold the LUTCF designation from The American College in Bryn Mawr, with a focus on insurance planning and investments.
In my free time, I enjoy golf, fishing, hunting, scuba diving, cycling, Classical music, and playing Canasta. Most of all, I cherish time spent with my grandchildren and family.