Starting in the wealth management business over 15 years ago, I have served in many roles, all of which have been steppingstones to my current position in business today. Beginning my career as an Exclusive Agency Financial Sales Specialist with Nationwide Financial, I learned the intricacies of insurance-based investment products, life, disability, and long-term care insurance, as well as wealth protection and transfer strategies.
Moving on in 2010, I took a position as a Financial Advisor and Associate Financial Planner with a regional investment firm headquartered in Pittsburgh, PA. While in that position, not only was I able to continue building my list of clientele, I was mentored by an owner of the firm. That mentorship provided me with great experience working with high-net worth clients in all aspects of their financial life, as well as non-profits such as the National Rifle Association. An extra benefit was the exposure I gained in how investment firms operated and are managed.
I was promoted to the Director of the Retirement Plans and eventually the Managing Director. In addition to having a seat on the firm’s management committee, I worked with corporations, credit unions, and non-profits managing their employer-sponsored retirement plans. Not only did I advise them with their plan investments, I also coached them in plan design and in their fiduciary responsibilities helping them stay compliant with the regulations.
In 2019, I co-founded 21:5 Wealth Management and continue to work with individuals, corporations, and non-profit organizations. I take a holistic approach to planning a client’s financial life, as I believe that planning in a vacuum can miss significant details and leave room for error.
God has gifted me with many talents and abilities, and I currently use them to serve the community in the following capacities:
1. Treasurer and Board Member of the Westmoreland County Historical Society
2. Vice President of Early Learning Resource Center 4 Kids
3. Treasurer and Deacon of Harvest Church
4. Board Member of Safari Club International Pittsburgh Chapter
5. Committee Member of Ruffed Grouse Society Western Allegheny Chapter
6. Softball Coach of Derry Area Trojans
I married my high school sweetheart, Jill, in 2004, and together we have 3 daughters; Katie, Cassie, and Emily. As a family, we enjoy sports such as volleyball and softball, atv/dirt bike riding, hiking and hunting with our 2 chocolate labs, Kimber and Koda.