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Office One

607 Baltzer Meyer Pike

Greensburg, PA 15601
(724) 493-9473

Office Two

4520 Old William Penn Hwy

Suite 100

Murrysville, PA 15668
(724)493-9473

A values-based approach

My greatest joy is building lasting relationships with my clients. I see my clients as an extension of my family, and I believe success demands a deep understanding of your cherished dreams and unique needs. 

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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We work with you to help define & pursue your financial goals.

We work with you to help define & pursue your financial goals.

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. We can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Comparing Mortgage Terms

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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View All Resources

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice.  We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances.  All examples are hypothetical and are for illustrative purposes.  We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Whatever matters to you, matters to me.

I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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