I am a wealth advisor with North River Wealth Advisors, where I help clients bring their investments, taxes, and long-term goals together under one plan. I believe good financial decisions start with an understanding of someone’s whole life, so I lead with planning and treat tax strategy as part of every recommendation.

My approach is always to listen carefully, learn what each of our clients want their money to accomplish, and build a plan that can adapt as life changes. I consider it a privilege to be a steward of our clients’ wealth and am proud to be part of such a great team.

Before joining North River, I spent time at a larger broker-dealer, where I managed approximately 300 client relationships, prepared individual tax returns, and developed comprehensive financial plans. Having a hand in both planning and tax preparation shapes how I advise our clients today.

I earned a Bachelor of Science in Finance and Business Management from La Roche University and a certificate in Financial Planning from Wake Forest University.  I am also a CERTIFIED FINANCIAL PLANNER™ professional.

My wife, Kristen, and I have been married for just over a year and enjoy living in the North Hills with our two dogs and two cats. We attend New Community Church and enjoy promoting fellowship and lasting friendships. In my spare time, I enjoy spending time with family and friends, playing basketball, golfing and watching the Pittsburgh Steelers.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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