My goal is to make a difference in the lives I touch, by enabling clients who need and want my help to protect themselves and their loved ones. My unique ability is analyzing my client's complex and confusing circumstances, finding the best solution for that client, and communicating the results in ways my clients can both understand and act upon.
I accomplish that for my clients by drawing on over 35 years of experience, first as a certified public accountant in public accounting and in industry, and since 1989, additionally as a financial services professional. I joined the Bridger Financial Group team in 2017.
In my role as a financial advisor, I work with successful individuals and businesses. For businesses, I design and implement retirement plans (from simple IRA's to 401k's to "nonqualified" plans), business succession plans and selective benefits. For individuals, I have, for several years, acted as an "advanced case specialist," assisting colleagues and their clients with complex planning. In particular, I have specialized training and extensive experience working with special needs individuals and their families.
I currently serve as the Board Secretary and am a founding board member of TC House, Inc., a 501(c)(3) created to build a home for young adults with Down Syndrome, providing them the opportunity to live as independently as possible. I also serve as a member of the Planned Giving Advisory Board of the Catholic Diocese of Pittsburgh; I am a member of the Pennsylvania Institute of CPA’s and since 2020 I have been serving on the Board of Gateway Rehab.
I graduated with honors from the University of Notre Dame in 1975, then earned my MBA from Duquesne University in 1982. I live in the West Hills with my wife Mary Ellen: our three adult children are enjoying successful careers of their own in Boston, Dayton, and New York.