I bring more than a decade of experience in the financial services industry to my practice, which serves the needs of individuals, families, and business owners. It's a privilege to help clients identify and clearly articulate their financial goals by connecting deeply and listening thoughtfully. ...
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I bring more than a decade of experience in the financial services industry to my practice, which serves the needs of individuals, families, and business owners. It's a privilege to help clients identify and clearly articulate their financial goals by connecting deeply and listening thoughtfully. From that foundation, my team and I will tailor a holistic financial plan that ultimately drives investment portfolio decisions for each client's unique situation.
I live in Pittsburgh with my wife, Minja and our son Gabriel. We hold Soldiers and Sailors Memorial Hall & Museum Trust, Naples Botanical Garden and the many wonderful public parks in Allegheny and Collier counties especially close to our hearts. In my free time, I continue to build on my collegiate tennis career through competition in racquet sports and find balance in practicing yoga, listening to live music, and reading. Most of all, I enjoy spending time with my family.
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.
The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.
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