About Me

I began my investment industry career in 1996 and joined Stifel in 2019. Prior to Stifel, I served as a financial advisor and Branch Manager with Merrill Lynch’s Jupiter, Florida, office. Working closely with high-net-worth investors, their families, and businesses, I focus on developing customized investment, retirement income, and estate planning strategies that help my clients pursue their short- and long-term goals. 

My investment approach is consultative and committed to excellence. I pride myself on my ability to listen to my clients’ ideas about their financial situations, family dynamics, risk tolerance, time horizon, liquidity needs, and preferences. I leverage Stifel’s vast resources to help my clients explore a wide range of possible strategies.

A Pittsburgh native, I graduated with a B.A. in Business and Economics from the University of Pittsburgh. I earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning and hold Series 7, 9 & 10, and 66 securities licenses. 

Outside the office, I am a member of the Sports Financial Advisor Association, which provides the opportunity to network with a broad array of like-minded professionals from around the world.