217 Cornwall Drive
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
I have been helping clients with their financial goals for over 25 years. Prior to Scanlon Wealth Management, I was a Principal of Kapp/Scanlon Financial Group and a Financial Advisor with Merrill Lynch and UBS Financial Services.
I attended the College for Financial Planning and am a CERTIFIED FINANCIAL PLANNER™. I earned a Bachelor of Arts in Political Science and Mathematics from Indiana University of Pennsylvania. I also served in the United States Marine Corps, achieving the rank of Captain, and am a decorated veteran of the Persian Gulf War.
I grew up in the Pittsburgh area and currently live here with my two children. I enjoy watching kids’ sports teams and running with Tank, the four-legged member of the Scanlon Family.
Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.
I have over 25 years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.