California Insurance License #:0D27044 Arkansas Insurance License #:5604332
After more than 40 years in the financial services industry, my mission remains the same, to provide clear, thoughtful, and customized financial strategies that help clients achieve long-term peace of mind and a confident retirement. I work closely with individuals and families to identify their needs and goals, then guide them toward practical solutions that support both today’s priorities and tomorrow’s legacy.
As an independent broker, I have the flexibility to choose financial products that truly align with each client’s unique situation. Over the years, I’ve built a reputation for making complex financial topics feel approachable, using simple, intentional communication that empowers clients to make informed decisions.
My areas of focus include retirement planning, estate and legacy strategies, pension plan design, and tax-efficient investment models. I’m proud to have been recognized as a Five Star Wealth Manager in the greater Pittsburgh area year after year, and I’m grateful for the continued trust of my clients.
Outside of work, I enjoy spending time with my wife, our three adult children, including my son and fellow advisor, Ben, and our five grandchildren. I feel incredibly fortunate that our growing family all lives within a mile of each other in Pittsburgh.