My mission is to provide you, the client, confidence and quality of life through thoughtful planning.
Through nearly 20 years in the financial services industry, Ash has honed and refined his planning process.
This journey begins with learning about you and what is important to you. We then envision your future. Once these elements are defined, we collaboratively work together to create a blueprint for you, which can be effectively implemented and monitored to pursue your goals.
Ash holds an MBA from California State University in Bakersfield, California, and a BA from Westminster College in New Wilmington, Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER® professional an Accredited Investment Fiduciary® ; is licensed in life, accident, health, and disability insurance; and holds FINRA Series 7, 63, and 66 securities registrations through Commonwealth Financial Network®.
He enjoys travel, antiquing, home restoration, rock ‘n’ roll, artsy films, and classic cars. He currently resides with his wife, daughter and cat in the Ben Avon neighborhood of Pittsburgh, Pennsylvania.
Office Location:
790 Holiday Drive, Pittsburgh, PA 15220