Who I am
I grew up and spent most of my life in Western PA. My wife and I live in the suburbs of Pittsburgh and are raising our 3 crazy kids here. I find myself extremely fortunate to have such a loving family and be able to have a job I love as part of my life.
3 kids keep us on the go. Whether its dance, hockey, baseball, or one of the million other activities. The weekends are full of trips to games, competitions, parks, zoos, and more. We also enjoy traveling and hope to take as many trips as we can with (and without) our kids. To me, finding Financial Independence means being able to travel and go places without the guilt of "Did I spend too much?". It is what I strive to achieve, and what I strive to do for my clients.
Professional
I worked in Technology and Consulting for over 10 years before I made the career change to become a Financial Advisor. While I liked what I did, I LOVE what I am doing. I hope to help as many people as I can. COVID forced us to adapt. That adaptation allowed me to be able to more online, more mobile, and more flexible to help my clients build a plan to find Financial Independence.
Years of Experience
Representing Northwestern Mutual since 2020.
Education
Duquesne University (Masters of Business Administration)
Indiana University of Pennsylvania - Business Management (Bachelors of Science)
Areas where clients find value from me
Financial Planning
Insurance Protection Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Tax-Efficient Strategies
Long-Term Care Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
