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Meet Our Team

  • Principal
    • Certification as a Financial Planner, The College for Financial Planning
    • Certification as an Investment Management Analyst, Wharton School of the University of Pennsylvania
    • Accreditation as an Investment Fiduciary Auditor, Joseph M. Katz Graduate School of Business at the University of Pittsburgh Center for Fiduciary Studies
    Establish and monitor client investment policy and strategic asset allocation.
  • Principal
    • Certification as a Financial Planner, New York University
    • Master of Science degree in Financial Planning,
      The College for Financial Planning
    • Accreditation as a Retirement Plan Consultant, Society of Professional Administrators and Record Keepers (SPARK)
    • Certification as an Investment Management Analyst, Wharton School of the University of Pennsylvania
    • Accredited Investment Fiduciary, Center for Fiduciary Studies
    Delivers qualified and non-qualified retirement plan services.
  • Director
    • BBA in Finance, University of Iowa
    • Accredited Investment Fiduciary, University of Pittsburgh
    • Chartered Retirement Plan Specialist, The College for Financial Planning
    • Named Top 100 retirement plan advisors by Plan Sponsor Magazine in 2015 and 2016
    • Named Top 300 retirement plan advisors by Plan Sponsor Magazine in 2008, 2009, and 2010
  • Client Services
    Facilitate the smooth processing and ongoing administration of all corporate, institutional and retirement plan client relationships.