My Story
I grew up attending a boarding school in the foothills of the Himalaya mountains while my parents focused their missionary work on education due to the area’s 90%+ illiteracy rate.
They quickly realized that addressing the people’s needs was in line with Maslow’s hierarchy principle. They developed a program to teach families how to both read and write to a sixth-grade level in nine months. Enabling a person to read a medicine bottle or even sign their own name gave them dignity, pride and the willingness to share in deeper conversations. Trust and respect were established.
In retrospect, while I may not have fully appreciated this unique opportunity, it certainly shaped my perspective on different cultures, beliefs and this amazing world we live in.
As my father told me, “One doesn’t have to go to another country to help people – wherever there is a need, that can be your mission.” It took me awhile to recognize that the path I had chosen (or was led to) was exactly that.
My Mission
Just as my parents realized that education and helping with one’s needs allow us then to discuss the wants, so too the correlations are similar within most aspects of life. Financial planning is certainly one of them.
Our team is here to assist in a wide range of financial planning for our clients: investment management, retirement planning, tax guidance, charitable gifting strategies and estate planning ideas, to name a few.
We specialize in developing a deep understanding of what matters most to our clients and their families. We then help our clients prioritize their goals into two categories: needs and wants. Next, we devise a plan to guide our clients’ journeys, giving support through some difficult and, at times, overwhelming decisions. We work closely with our clients to help them pursue their goals.
My Resume
I live in the North Hills of Pittsburgh. I have been married to my best friend, Joette, for over 30 years and have two daughters. Cassidy has been on my team since 2017, and Callie currently lives and works in Nashville, Tennessee.
I graduated from Grove City College in Pennsylvania in 1990 with a Bachelor of Arts undergraduate degree in financial planning, and I am currently a CFP® practitioner and Chartered Financial Analyst charter holder (CFA®). It’s been an honor over the last 30+ years in the industry to have also been awarded Forbes Best-In-State Wealth Advisors in 2019, 2020, 2021, 2022, 2023 2024 and 2026*.1
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*Award won at previous firm.
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.