Clearview Wealth Management Group®
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 Group®, 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.
412-507-5257
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.
Financial Advisor
CUSO Financial Services, L.P.
1-800-926-0003 ext. 21099
Moon Township, PA
I work with individuals and families at Clearview Wealth Management Group®, available through CFS*, which is located at Clearview Federal Credit Union to define and reach their financial goals. I have over 20 years of experience in the financial services industry working with all types of clients. My focus is on financial planning which has allowed me to create trust and long-term relationships.
Your financial plan has two parts: your goals and a plan to meet them. The plan gives your strategies structure and helps identify associated risks. With a structured plan, you can prepare for market fluctuations and remain confident you are on target to reach your goals.
Prior to working in financial services, I played professional golf for 7 years. In my free time, I still enjoy playing golf, in addition to spending time with my wife of over 25 years and our two sons.
Check the background of this CFS* professional on FINRA's BrokerCheck.
VP Wealth Management
Wealth Advisor
CUSO Financial Services, L.P.
412-507-5257
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.
Financial Advisor
CUSO Financial Services, L.P.
1-800-926-0003 ext. 21099
Moon Township, PA
I work with individuals and families at Clearview Wealth Management Group®, available through CFS*, which is located at Clearview Federal Credit Union to define and reach their financial goals. I have over 20 years of experience in the financial services industry working with all types of clients. My focus is on financial planning which has allowed me to create trust and long-term relationships.
Your financial plan has two parts: your goals and a plan to meet them. The plan gives your strategies structure and helps identify associated risks. With a structured plan, you can prepare for market fluctuations and remain confident you are on target to reach your goals.
Prior to working in financial services, I played professional golf for 7 years. In my free time, I still enjoy playing golf, in addition to spending time with my wife of over 25 years and our two sons.
Check the background of this CFS* professional on FINRA's BrokerCheck.
Check the background of this financial institution on FINRA's BrokerCheck.
LPL is the nation’s largest independent broker-dealer*. LPL offers access to an impressive range of products, services, and resources to help your advisor provide you with personalized service. By investing heavily in innovative technology and automation, LPL makes it easy for your advisor to spend more time helping you pursue your financial goals.
* As reported by Financial Planning magazine, 1996-2023, based on total revenue.
You will work with the same advisor as you always have. They will continue to be your financial advisor and primary contact. The broker/dealer is changing to LPL Financial.
As the nation’s largest independent broker-dealer, LPL offers innovative resources that enable your advisor to continue providing you with personalized service, such as:
- Independent research, so your advisor can continue to provide you with personalized financial guidance.
- Advanced technology platforms and back-office support that frees up advisors’ time to give you even more personalized service.
LPL has the same regulatory and protection requirements as your advisors do.
- LPL is a Financial Industry Regulatory Authority (FINRA) member firm, subject to federal securities laws and the rules of industry self-regulatory organizations.
- LPL is a member of the Securities Investor Protection Corporation (SIPC) which provides account protection up to $500,000 per member, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org.
- LPL purchases $1 billion of excess SIPC insurance that provides additional protection for LPL accounts to cover aggregate net equity (of all member accounts), subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities members, but it does not protect against losses from the rise and fall in the market value of investments.
For existing advisory accounts moving to LPL, the overall advisory fee to the member will be the same as the current advisory fee. The Brokerage Fee Schedule will be provided in a future mailing you will receive and will apply to all brokerage accounts.
You may wish to consider receiving your statements electronically, or you may prefer to continue receiving your statements on paper in the mail. You will be able to make this choice upon the conversion date.
You will access your account information through Account View. Your advisor will share more information with you closer to the conversion date.
* 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.