Clearview Investment Advisors
Working together, we can create your financial future.
Pittsburgh athletes who want to get faster and fitter can hire a trainer. Local college students who want to excel can enlist a tutor. When growing money is your goal, it's time to turn to Clearview Investment Advisors. Whether you want to map out a long-term strategy or get a portfolio check-up, this experienced team can help get your personal finances into better shape. They'll work with you to create a personalized financial management program designed to work toward your specific objectives. As a Clearview Federal Credit Union member, you receive a no-cost, no obligation annual financial check-up.
Investment Planning
Manage your financial future with a goal-oriented savings plan.
Retirement Planning
Living the retirement of your dreams means making your money last.
College Planning
You can never start too early on a serious college savings strategy for your children.
Meet our professionals
VP, Wealth Management
1-800-926-0003 ext. 23668
Moon Township, PA
Helping you work toward your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, preserve, use and transfer assets in a more advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Education
- B.A., Finance, University of Pittsburgh
- B.A., Marketing, University of Pittsburgh
- Earned CRPC (Chartered Retirement Planning Counselor) designation, College for Financial Planning
Affiliations
- NAIFA, National Association of Insurance & Financial Advisors
Career Highlights
- CRPC designate (Chartered Retirement Planning Counselor)
- CUNA Brokerage Senior Advisory Leadership Team, 2019 - 2021 (Members of SALT 2019-2021 were recognized by CBSI, the representative's former broker-dealer, for overall achievement, appointing them as a steering committee. Based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct, and participation in activities.)
Professional Services
- Wealth Management
- Retirement Planning
- Personal Financial Assessments
- Insurance Planning
- Investment Management
- Financial Planning
- Education Funding
Associate Wealth Advisor
1-800-356-2644
Lower Burrell, PA
I help individuals and families at Clearview Investment Advisors located at Clearview Federal Credit Union address their financial goals by providing sound financial advice based on 10 years of experience in the industry. I am deeply committed to my clients’ financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.
As a financial professional, I want to improve the lives of my clients. With my experience with clients from all different walks of life I have been able to create long term relationships with them and their families.
In my spare time I enjoy life with my family and my Corgi. I also enjoy working on cars and attending car enthusiast shows.
Professional Services
- General Investment Management
- 401(k) Planning
- Education Funding
- Life Insurance Planning
- Investment Management
- Wealth Preservation
- Retirement Income Planning
Financial Consultant
1-800-926-0003 ext. 21347
McMurray, PA - Lower Burrell, PA
I help individuals and families at Clearview Investment Advisors located at Clearview Federal Credit Union increase their financial confidence by creating realistic and detailed financial plans. I am deeply committed to my clients’ financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.
As a financial consultant, I want to improve the lives of my clients. With over four decades of experience in the financial services industry, I have been able to build relationships with generations of families. I am able to listen to their concerns and offer ongoing guidance to help them prioritize their goals.
For 26 years I was a local board member of NAIFA (National Association of Insurance and Financial Advisors) helping to promote a favorable regulative environment and educating other insurance and financial advisors on ethical and professional conduct. I have proudly obtained the designation of LUTCF (Life Underwriter Training Council Fellow).
In my spare time, I am Chair of the Dormont Civil Service Commission. I also enjoy playing guitar, being outdoors, and fishing with my grandchildren.
Education
- Bachelor’s Degree – University of Pittsburgh
- LUTCF Designation
Affiliations
- Chair – Dormont Civil Service Commission
- Emeritus member – Dormont Boosters
Professional Services
- Comprehensive Financial Guidance
- Life Insurance Planning
- Long Term Care Insurance
- Investment Management
- Retirement Planning
- Education Funding
VP, Wealth Management
1-800-926-0003 ext. 23668
Moon Township, PA
Helping you work toward your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, preserve, use and transfer assets in a more advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Education
- B.A., Finance, University of Pittsburgh
- B.A., Marketing, University of Pittsburgh
- Earned CRPC (Chartered Retirement Planning Counselor) designation, College for Financial Planning
Affiliations
- NAIFA, National Association of Insurance & Financial Advisors
Career Highlights
- CRPC designate (Chartered Retirement Planning Counselor)
- CUNA Brokerage Senior Advisory Leadership Team, 2019 - 2021 (Members of SALT 2019-2021 were recognized by CBSI, the representative's former broker-dealer, for overall achievement, appointing them as a steering committee. Based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct, and participation in activities.)
Professional Services
- Wealth Management
- Retirement Planning
- Personal Financial Assessments
- Insurance Planning
- Investment Management
- Financial Planning
- Education Funding
Associate Wealth Advisor
1-800-356-2644
Lower Burrell, PA
I help individuals and families at Clearview Investment Advisors located at Clearview Federal Credit Union address their financial goals by providing sound financial advice based on 10 years of experience in the industry. I am deeply committed to my clients’ financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.
As a financial professional, I want to improve the lives of my clients. With my experience with clients from all different walks of life I have been able to create long term relationships with them and their families.
In my spare time I enjoy life with my family and my Corgi. I also enjoy working on cars and attending car enthusiast shows.
Professional Services
- General Investment Management
- 401(k) Planning
- Education Funding
- Life Insurance Planning
- Investment Management
- Wealth Preservation
- Retirement Income Planning
Financial Consultant
1-800-926-0003 ext. 21347
McMurray, PA - Lower Burrell, PA
I help individuals and families at Clearview Investment Advisors located at Clearview Federal Credit Union increase their financial confidence by creating realistic and detailed financial plans. I am deeply committed to my clients’ financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.
As a financial consultant, I want to improve the lives of my clients. With over four decades of experience in the financial services industry, I have been able to build relationships with generations of families. I am able to listen to their concerns and offer ongoing guidance to help them prioritize their goals.
For 26 years I was a local board member of NAIFA (National Association of Insurance and Financial Advisors) helping to promote a favorable regulative environment and educating other insurance and financial advisors on ethical and professional conduct. I have proudly obtained the designation of LUTCF (Life Underwriter Training Council Fellow).
In my spare time, I am Chair of the Dormont Civil Service Commission. I also enjoy playing guitar, being outdoors, and fishing with my grandchildren.
Education
- Bachelor’s Degree – University of Pittsburgh
- LUTCF Designation
Affiliations
- Chair – Dormont Civil Service Commission
- Emeritus member – Dormont Boosters
Professional Services
- Comprehensive Financial Guidance
- Life Insurance Planning
- Long Term Care Insurance
- Investment Management
- Retirement Planning
- Education Funding
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Clearview Federal Credit Union® and Clearview Investment AdvisorsSM are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Clearview Investment AdvisorsSM, and may also be employees of Clearview Federal Credit Union®. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Clearview Federal Credit Union® or Clearview Investment AdvisorsSM. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.