I became a financial advisor to help individuals retire comfortably with financial independence. My team member, Cheryl Dobson, and I work closely together to assist clients in meeting their goals as well as everyday requests.

We specialize in helping individuals and families with planning for retirement, living through retirement, wealth transfer and preparing for the unexpected. We strive to make clients feel a part of our family and enjoy getting to know them better to form a lifelong relationship.

Family has always played an important role in my life. I enjoy living in the Johnstown community and I am happy to call it home. In my personal time, I enjoy volunteering at my local Rotary Club as well as reading, Pittsburgh sports and travel.

We are excited to serve our local community, but we have full capabilities to serve nationwide clients as well. If we can ever be assistance to you or your family members, please feel free to reach out to schedule an appointment. We offer phone, zoom or face-to-face meetings; whatever is most convenient. You can contact me through a direct message on LinkedIn or call my office at 814-288-4689.

I look forward to working with you and helping you build a financial future that positively impacts you and your loved ones.

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Community Outreach
  • Active Lifestyle
  • Animal Rescue
  • Baseball
  • Hockey

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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