My entry into the financial industry came in 1982 as an insurance agent. I gravitated to the investment side of the business fairly quickly, more specifically to helping the business owner.For years I focused my practice on serving the pension needs of business owners, creating a proprietary service process titled, “The 401k Service Solution.” This process went on to win an award from the Profit Sharing Council of America and was used as the basis for a new advisor designation I created in 2005 called, “Professional Plan Consultant.”After training thousands of advisors through this designation program on how to service retirement plans to a high standard, the designation program was acquired by another local Pittsburgh firm, (fi360, now part of Broadridge).✳️ I now help successful business owners and affluent families formulate a vision of clarity for a stress-free retirement transition. ✳️AREAS OF FOCUS➡️ Succession Planning➡️ Executive Benefits➡️ Tax Mitigation (Income and Estate)➡️ Wealth Transfer➡️ Wealth Protection➡️ Charitable GivingPROFESSIONAL💠 Founder: RetireRight Financial Planning (Formerly RetireRight Pittsburgh)💠 Author: The 401k Service Solution Handbook for Retirement Plan Sponsors and Fiduciaries💠 Creator: The “Professional Plan Consultant” Designation for 401(k) Plan Advisors💠 Licenses: Series 6, 63, 7Professional Programs Completed:💠 Accredited Investment Fiduciary® (AIF®)💠 Accredited Investment Fiduciary Analyst® (AIFA®)💠 Certified Financial Planner® (CFP®) 💠 Professional Plan Consultant® (PPC®) 💠 Certified Life Underwriter® (CLU®) 💠 Chartered Advisor in Philanthropy® (CAP®) Affiliated Firms:💠 Southern California Institute: Instructor💠 Certified Founders Group Associate💠 The Center for Tax Strategies and ResourcesPERSONALI live by the slogan “Always make your future bigger than your past.”My wife, Cindy, and I are living the dream that’s been in motion for the last 20 years - we split our time between Pittsburgh and Florida, work on the things we are most passionate about, and enjoy a balanced lifestyle. We cook together a lot and play golf with our group of friends. We play bocce and love to travel around the country to different places like Palm Springs, CA; Kohler, WI; Phoenix, AZ. We have two amazing daughters, Melanie and Tiffany, and three grandchildren in Utah and five in Ohio.We’ve built a life around our clients who are now great friends, and we continue to guide them into the next transition of their lives.