Professional Background
What certifications or designations do you hold, and why are they important to your clients?
CFP & CPWA. These designations allow me to focus on both the foundational and more complex areas of our clients’ financial lives. Through ongoing continued education, I am always learning and evolving with the industry.
Client Philosophy
What do you believe is the most important aspect of a successful advisor-client relationship?
For me the most important aspect of the relationship is communication and trust. I want our clients to feel that our relationship is meaningful and they feel understood and supported in both their personal and financial decisions.
Personal Touch
What’s one piece of financial advice you think everyone should know?
That it is truly about balance and planning for the future while also embracing and enjoying the present.
Beyond the Office
What do you enjoy doing outside of work?
One of my favorite past times is traveling with my friends, you can find me anywhere from Maine to Copenhagen. I also enjoy exploring the ever-growing Pittsburgh restaurant scene and taking classes at the Wexford Solidcore studio.