With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Please take your time in looking over my website. I am a native of Johnstown and have lived in western Pennsylvania my whole life. I provide my clients with a local and personal financial services relationship that is supported by Equitable Advisors, a nationwide financial services organization. I am a CPA, earned my MBA from the University of Pittsburgh, and obtained a Bachelors in Economics from the University of Pittsburgh at Johnstown. I was awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning. I have been providing financial services and products to clients for 42 plus years with organizations such as Price Waterhouse & Co., UMWA Health & Retirement Funds and Equitable Advisors. On my website you will find the services I offer, as well as various calculators, newsletters, articles, e-seminars and a glossary. I always welcome a conversation. If there is some part of your financial picture that you are concerned with or simply would like to know more about, please feel free to call my office at (814) 266-8641.