![]() |
|||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||
|
My Profile
I have been in the field of finance for over 25 years including prestigious international accounting firms such as PriceWaterhouse and KPMG. After three years as a financial advisor at Morgan Stanley, I was pleased to join Parker/Hunter, now Janney Montgomery Scott LLC, in 2002 where I have continued my professional development, earning my degree as an Accredited Wealth Management Advisor from the Wharton School of Business and College for Financial Planning, University of Pennsylvania. I also hold the FINRA Series 7, 31, and 66 licenses as well as Pennsylvania Life and Annuity Insurance.
Active in my community, I am a member of several professional and community organizations. The Chamber of Commerce, Inc. works to develop business growth in the community and serves as a networking organization to help benefit members. To learn more, click here: The Service Corp of Retired Executives (SCORE), is a nonprofit association dedicated to educating entrepreneurs and the formation, growth and success of small business nationwide. SCORE is a resource partner with the U.S. Small Business Administration. To find out how SCORE can help you, visit their website. Click here. The Small Business Council (SMC) represents the interests of privately and family owned businesses in federal income and estate tax, health care, pension and other employee benefit areas. The SBCA supports legislation which creates important economic incentives. If you would like to learn more, click here for more information. The North Side Rotary Club provides opportunities for its members to establish personal and professional relationships. Members help enrich the community by combining our skills with traditional American cultural values that benefits the residents and workforce. Visit the Pittsburgh North Side Rotary website here to learn more. I am a member of the Board of Directors of the Anchorpoint Counceling Ministry, which provides counseling and tutoring for youths, adults, couples and families of the Pittsburgh area. Click here to learn more about the important services the Center provides. I am a member of Kiwanis International, a global organization helping to shelter the homeless, feed the hungry, mentor the disadvantaged, and care for the sick. My Approach to Relationship Building I like to know my client before I make any recommendations. “Every client has different goals and ris |
||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||