Clearview Wealth Management GroupSM
Working together, we can help 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 planning for retirement is your goal, it's time to turn to Clearview Wealth Management GroupSM, available through CFS*. 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.
Education Funding
You can never start too early on a serious college savings strategy for your children.
Estate Planning
Strategize your legacy and protect your assets in the most advantageous way.
Meet our CFS* professionals
VP Wealth Management
Wealth Advisor
CUSO Financial Services, L.P.
1-800-926-0003 ext. 21349
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 timeline 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. 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
Professional Services
- Wealth Management
- Retirement Planning
- Personal Financial Assessments
- Insurance Planning
- Investment Management
- Financial Planning
- Education Funding
Check the background of this CFS* professional on FINRA's BrokerCheck.
Financial Advisor
CUSO Financial Services, L.P.
1-800-926-0003 ext. 21351
Lower Burrell, PA
I help individuals and families at Clearview Wealth Management Group, available through CFS* and located at Clearview Federal Credit Union, address their financial goals by providing sound financial advice based on 8 years of experience in the industry. 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
Check the background of this CFS* professional on FINRA's BrokerCheck.
Financial Professional
CUSO Financial Services, L.P.
1-800-926-0003 ext. 21347
McMurray, PA - Lower Burrell, PA
I help individuals and families at Clearview Wealth Management Group, available through CFS*, increase their financial confidence. With 34 years of experience in the financial services industry, I have been able to build relationships with generations of families. I'm 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.
In my spare time, I enjoy playing guitar, being outdoors, and fishing with my grandchildren.
Education
- Bachelor’s Degree – University of Pittsburgh
Professional Services
- Comprehensive Financial Guidance
- Life Insurance
- Long Term Care Insurance
- Investment Management
- Retirement
- Education Funding
Check the background of this CFS* professional on FINRA's BrokerCheck.
VP Wealth Management
Wealth Advisor
CUSO Financial Services, L.P.
1-800-926-0003 ext. 21349
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 timeline 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. 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
Professional Services
- Wealth Management
- Retirement Planning
- Personal Financial Assessments
- Insurance Planning
- Investment Management
- Financial Planning
- Education Funding
Check the background of this CFS* professional on FINRA's BrokerCheck.
Financial Advisor
CUSO Financial Services, L.P.
1-800-926-0003 ext. 21351
Lower Burrell, PA
I help individuals and families at Clearview Wealth Management Group, available through CFS* and located at Clearview Federal Credit Union, address their financial goals by providing sound financial advice based on 8 years of experience in the industry. 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
Check the background of this CFS* professional on FINRA's BrokerCheck.
Financial Professional
CUSO Financial Services, L.P.
1-800-926-0003 ext. 21347
McMurray, PA - Lower Burrell, PA
I help individuals and families at Clearview Wealth Management Group, available through CFS*, increase their financial confidence. With 34 years of experience in the financial services industry, I have been able to build relationships with generations of families. I'm 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.
In my spare time, I enjoy playing guitar, being outdoors, and fishing with my grandchildren.
Education
- Bachelor’s Degree – University of Pittsburgh
Professional Services
- Comprehensive Financial Guidance
- Life Insurance
- Long Term Care Insurance
- Investment Management
- Retirement
- Education Funding
Check the background of this CFS* professional on FINRA's BrokerCheck.
Check the background of this financial institution on FINRA's BrokerCheck.
* Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.