My Story
I grew up attending a boarding school in the foothills of the Himalaya mountains while my parents focused their missionary work on education due to the 90%+ illiteracy rate!
They quickly realized that addressing the people’s NEEDs was in line with Maslow’s hierarchy principle. They developed a program to teach families how to both read and write to a 6-grade level in 9 months! Enabling a person to read a medicine bottle or even sign their own name gave them dignity, pride and the willingness to share in deeper conversations. Trust and respect were established.
In retrospect, while I may not have fully appreciated the unique opportunity I was placed in, it certainly has shaped my perspective on different cultures, beliefs and this amazing world we live in!
As my father told me, “One doesn’t have to go to another country to help people – wherever there is a need, that can be your mission.” It took me awhile to recognize that the path I had chosen (or was led to) was exactly that!
My Mission
Just as my parents realized that education and helping with one’s NEEDs allows us then to discuss the WANTs, so too the correlations are similar within most aspects of life. Financial Planning is certainly one of them.
Our team is here to assist in a wide range of Financial Planning for our clients: Investment Management, Retirement Planning, Tax Guidance, Charitable Gifting strategies and Estate Planning ideas to name a few.
We specialize in developing a deep understanding of what matters most to our clients and their families. We then help our clients prioritize their goals into two categories: Needs and Wants. Next, we devise a plan to guide our clients’ journey, giving support through some difficult and at times overwhelming decisions. We work closely with our clients to achieve their goals.
Making sure we first address our clients’ needs; we can then focus on the wants!
My Resume
I live in the North Hills of Pittsburgh, married to my best friend, Joette, for over 30 years and have 2 daughters. Cassidy has been on my team since 2017 and Callie currently lives and works in Nashville.
I graduated from Grove City College (PA) in 1990 with a Bachelor of Arts undergraduate degree in Financial Planning and currently am a CFP® practitioner and Chartered Financial Analyst charter holder (CFA®). It’s been an honor over the last 30+ years in the industry to have also been awarded Barron’s Top 1,200 Advisor Rankings from 2015-2020 and Forbes Best-In-State Wealth Advisors in 2019, 2020, 2021, 2022 and 2023.
Barron’s “Top 1,200 Financial Advisors” Multi-Year lists. Published annually February – March. Rankings based on data as of September 30 of prior year. Forbes “Best-in-State Wealth Advisors” Multi-Year lists. Published annually Jan – April. Rankings based on data as of June 30 of prior year.