Before founding Rx Wealth Advisors, I wanted to become a physician, but my career path led me in a different direction. During my years advising clients, I discovered that I enjoy guiding doctors as they navigate the ever-changing health industry. With over 20 years of experience working with a wide range of wealthy clients in the Pittsburgh area as well as nationwide, I'm now focused solely on helping physicians capitalize on their background and experience, even as pressure from litigation, Medicare and insurance rises.
My journey began at Ernst & Young and a Pittsburgh regional CPA firm, where I consulted clients on business and personal income tax planning, gift and estate tax, financial planning, and more. After that, I spent over 17 years at Waldron Private Wealth, where I advised wealthy, successful doctors, lawyers, entrepreneurs, and multi-generational inheritors and their families on complex wealth issues.
When I'm not meeting with my clients, I provide educational insight by speaking at industry conferences and contributing content to The Wall Street Journal, Bloomberg, Barron's, The Pittsburgh Post-Gazette Medical Economics, and Financial Advisor Magazine. I also am a eight-time Five Star Wealth Manager Award winner.
In my free time, I volunteer at The Bradley Center (a residential mental health treatment facility for children) and serve on the Washington County Habitat for Humanity board of directors.