Insurance and investments can be an intimidating topic to discuss. Many people even try to avoid it due to the complexity of the options available. Having an advisor you can trust to be there is an instrumental part of the client’s financial plan. Once this connection is made the relationship completely transforms. Being THAT person for an individual or family with insurance and investments is such a blessing. I empathize with those struggling and in need of direction. I celebrate those whose plan is working. I become part of their lives in such a positive manner. It’s truly the best part of my job.
As a specialist in insurance consolidation and organization and money management education, I enjoy the client-focused mentality at Allegheny Consolidated. Regardless of the need we have options available to create the right solution. I pride myself on serving my clients like family and building relationships.
Registered Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Allegheny Consolidated is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.