As a Senior Financial Advisor, I assist individuals in achieving their financial and life goals. This often begins with DBR & CO’s financial planning process, LifePlan 20/20®. As one of the architects of the process, I am a CERTIFIED FINANCIAL PLANNER™ professional, committed to implementing proper fiduciary practices, policies and procedures. My expertise is broad, but I am particularly focused on retirement, education and charitable planning for clients.I also serve on DBR & CO's Investment Committee and offer comprehensive Wealth Management advice to high net worth individuals as well as individuals who are well on their way to achieving high net worth. I seek to do this through an appropriate balance of financial planning and asset management. I believe attention to detail in all areas of one’s financial picture allows for a more promising retirement and serve as a personal financial GPS system as you navigate life’s financial challenges.I hold an accounting degree from Duquesne University. My experience in the financial industry spans more than 22 years, starting as a Senior Customer Representative for Dreyfus Investment Services. In 1998, I joined Federated Investors as a mutual fund Wholesaler in the bank broker/dealer sales division. In 2001, I pursued an opportunity with Confluence Technologies, a software company specializing in performance calculations for mutual fund companies. I have been with D.B. Root since 2003.I enjoy active involvement with community service initiatives through church, my children’s school and coaching youth hockey for both the RMU Island Colonials and the Arctic Foxes Hockey Association.My wife Angela and I are the proud parents of three children – Vivien, Luke and Martin.Specialties: General Financial Planning,Retirement Planning,Education Planning,Charitable Giving,Investment Management,Insurance Planning,