My goal is to empower clients with a solid, actionable financial plan to allow them to enjoy an active and successful retirement – on their own terms. I will put my experience to work for you developing investment, tax planning and estate planning strategies – all aimed at maintaining your financial independence and lifestyle. You’ve worked hard. Now, as retirement approaches, it’s your turn to redefine the second half of your life.
Our mission is to deliver financial solutions through a tailored approach and a genuine interest in clients’ evolving needs. We help clients achieve confidence.
Areas of Focus
Retirement Planning Strategies
Wealth Preservation Strategies
Estate Planning Strategies
Executive Compensation and Benefit Strategies
Tax Planning Strategies
Domestic Partner Planning
CRPC® Chartered Retirement Planning CounselorSM
CLTC Certified Long Term Care
ADPA® Accredited Domestic Partner Advisor
23 Years of Experience
I am licensed and registered to conduct business in PA. Based on licenses and registrations I hold, I may also conduct business in GA, TX, OH, NC, WV.
Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
2100 Georgetowne Dr, Ste 202, Sewickley, PA 15143-8781