As CEO, President, and Managing Partner at Pittsburgh Financial Group, I specialize in income planning, retirement planning, and and overseeing and managing client portfolios and the day-to-day operations of the firm. I am motivated by helping my clients grow and protecting their assets to guide them into achieving financial independence. I have been helping clients obtain their financial objectives for close to 30 years. As a leader in the investment industry, I work with individuals looking to retire and help them with 401k rollovers that create solid retirement plans.
I have worked in the financial services industry since I was 18. Prior to beginning my career, I obtained two degrees from Allegheny College, including a Bachelor of Arts in Economics and a Bachelor of Arts in Finance, and I minored in French. I have since received the Series 7, 63, and 66 securities licenses as well as the Securities Industry Essentials® (SIE®) Certification. I am fully licensed in life, annuities, fixed index annuities, and long-term care insurance. I am proud to have a very close relationship with my clients. I have multiple generations of families that I work with, which I believe shows the trust and confidence that my clients have in me. My clients and I share both a strong work ethic and the understanding that hard work and smart investing will be rewarded.
I currently live in Robinson, Pennsylvania with my wife, Ivy, and our son, Aiden. Every day, I strive to remember that health and happiness is true wealth, and that time on this earth is the most precious commodity. When I am not giving my clients the peace of mind they need in securing their retirement, you can find me fly fishing for trout in Montana, Idaho, and Washington. I also enjoy visiting our national parks in an RV camper, skiing, golfing, gardening, and tending to my orchards.