Canonsburg, PA
Mobile: (724) 317-6954
Becoming a financial consultant has not only been a career ambition but has become a personal passion of mine. I’m in the financial planning industry because of the strategy, creativity, and the opportunity to be involved with one of the most dynamic and forward-thinking industries in the world. I want to have a positive impact on the people in my community, helping them develop a mindset of preparing for the future while building long-lasting client relationships. It gives me great satisfaction to know that the advice I provide my clients with allows them to have the financial means and freedom they need for every phase in life. Everyone has a different vision of success and I feel honored to work beside them on their personal journey.
As a member of the Retirement Benefits Group (RBG), I’ve focused my practice on providing wealth management services and financial education to meet the retirement needs of those who build and serve our communities – educators and staff in our schools, colleges, universities and nonprofit employees. In addition to making the most of their retirement programs, I believe it’s important to take a comprehensive approach to the other areas of finance.
This includes:
• 403(b) group & individual retirement plans
• Pension planning and maximization
• Actively managed investment accounts
• Life, disability, and long-term care insurance
• College savings strategies
• Wealth management
I have a Bachelor of Business Administration (BBA) with a concentration in finance from West Virginia University (WVU). I currently hold my CRES certification from the National Tax-Deferred Savings Association (NTSA) and plan to sit for a board exam in pursuit for my Certified Financial Planning (CFP) licensure in 2023. I am one of the managing partners of Ascent Financial Group, where I help lead a large team of advisors covering a wide spectrum of financial planning. In 2022, I have received recognition in Pittsburgh Magazine, Fortune and Wall Street Journal as a Five Star Wealth Manager.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.