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. 


Communication Methods

  • In Person
  • Phone
  • Video