Mission Statement

To provide clarity to my clients so that they can make informed and wise decisions to meet the needs, goals and objectives for them individually, as business owners and as stewards of their family wealth.

The decisions you make or fail to make can significantly impact future financial circumstances for you, your family, your company and your community. I have the knowledge, and experience to help my clients make wise decisions to achieve the goals of financial security, continued growth, and wealth preservation.

This process cannot be achieved with only one trusted advisor. My experience as an estate and business lawyer and former tax advisor gives me an in depth understanding of my client's planning needs. 

I will work with your attorney, accountant and other trusted advisors to identify, adopt and execute a plan that meets your goals and objectives.

Meeting Client's Most Important Needs

You may need my services if you are not satisfied with the answers to any of the following questions:

Business Services

  • Succession Planning - Do you have a plan for who will be the owners of your business? Does the plan ensure the legacy you want for your business?
  • Business Planning - Have you addressed the business planning risks that your company could face?
  • Executive Benefits - Does your benefit plans help you recruit, reward, and retain your most valuable employees?

Personal Planning Services

  • Estate Planning – Does you plan ensure that your assets will pass to the right people in the right manner? Does your plan include tax-efficient strategies?
  • Personal Financial Planning – Will you be successful in meeting your personal and financial needs now and in the future? For business owners, this is a need that is often overlooked because they do not have clarity with how their business holdings fit with their personal planning. 

As the Director of Planning and Estate Strategies for Northwestern Mutual in Pittsburgh, I am part of a select group of Northwestern Mutual financial representatives who have exclusive access to Northwestern Mutual’s products and services, including providing fee based services through The Northwestern Mutual Wealth Management Company.

Boost your financial knowledge.

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.