How I can help you
I am a financial planner who specializes in helping small business owners, self-employed individuals, and entrepeneurs. I have experience serving clients by setting up retirement plans, key-man insurance, and organizing their financial lives.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
Industry Experience
- Media and Communications
- Banking, Financial Services and Insurance
- Consulting, Research and Business Services
Education
I graduated from the University of Pittsburgh College of Business Administration with a major in Finance and a minor in Economics in Spring of 2011. I have held a life insurance license, Series 7, 6 , 65, and 63 FINRA licences.
