I am a co-founder and an investment advisor for North River Wealth Advisors. Over the last two decades, I've developed financial plans and investment strategies for retirement plans, governments, non-profit organizations, families and individuals.  I work with our clients to solve problems and help them achieve their goals.  My specialties include retirement income planning, tax efficient investing, and complex financial planning.  In addition to advising clients, I also oversee investments and operations for the firm.  

Prior to launching North River, I spent the majority of my career as an investment strategist for BNY Mellon Wealth Management. I led the firm's long-term market outlook and was instrumental in developing financial planning tools for institutions and individuals. I also provided holistic planning and investment advice to countless clients over my career. Prior to BNY Mellon, I started my career as a pension actuary for Towers Perrin (now WTW). My experience as an actuary provided a foundation around risk management and understanding longevity, two critical components of retirement planning and investing.

I hold a Bachelor of Science in Applied Mathematics degree from Robert Morris University. I also earned the Chartered Financial Analyst (CFA) designation from the CFA Institute and the Associate of the Society of Actuaries (ASA) designation.  I am a member of The National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network.  

My wife, Jessica, and I live in the north hills of Pittsburgh with our three children (Julia, Jacob and Bennett) who all attend Eden Christian Academy. When I rarely find time outside of family activities and serving clients, I enjoy running, skiing, traveling and working on my crude carpentry and remodeling skills.

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