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 designation as an Accredited Wealth Management Advisor^SM from the Wharton School of Business and College for Financial Planning, University of Pennsylvania. I also hold the designation of Chartered Retirement Planning Counselor^SM. I 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.

SMC Business Councils, Member of the Board of Directors.SMC is where small and medium sized companies go to grow. It represents the interst of small businesses in the areas of government relations, health care, taxes, human resources, etc.  If you would like to learn more, click here for more information.

The Service Corp of Retired Executives (SCORE), is a nonprofit association dedicated to counseling and 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 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.

Member of the Board of Directors Anchorpoint Counceling Ministry. Anchorpoint 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.

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 Kiwanis International, a global organization helping to shelter the homeless, feed the hungry, mentor the disadvantaged, and care for the sick.

Member Amen Corner.

Elder at Member of Wexford Community Presbyterian Church as well as Finance & Personnel Committee.

My Approach to Relationship Building
I like to know my client before I make any recommendations. “Every client has different goals and risk tolerance."  I like to work with people who need advice, appreciate advice and are wiling to pay for the advice.