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I have almost two decades of experience as a Financial Advisor and serve as Vice President at Bridger Financial Group. My primary role within our team is to design optimal financial strategies for our clients.
My life experiences with my grandparents' business, brother's catastrophic illness, and parent's caregiving all inspired me to work on the behalf of others. I strive to help ensure that my clients have secure financial strategies in place for the ups and downs of life. I specialize in advising medical and sales professionals and enjoy helping professionals prepare for the unique challenges and opportunities they face.
I have served as the President for the National Association of Insurance and Financial Advisors in Pittsburgh from 2015 to 2017. I also am a member of the Estate Planning Council.
In 2021, I was awarded the Five Star Wealth Manger*. Five Star Professional conducts market research to define and promote professional excellence to assist consumers in selecting a service professional.
I hold a B.S. in Music from Duquesne University. In addition to being passionate about financial services, I also enjoy camping with my family, barbecuing, and CrossFit.
CA insurance license number is 0G21714
*The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 1726 Pittsburgh wealth managers were considered for the award; 453(approximately 27 percent of the award candidates) were named Five Star Wealth Managers. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.
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