My mission is to help my clients live their best financial life! As VP, Wealth Advisor & Wealth Planning Team Leader for DiNuzzo Wealth Management, I create customized wealth accumulation & retirement plans for a wide range of clients. I work to build trust with clients, understanding their individual financial situation and proactively update their investment portfolio based on market conditions and new tax/legal strategies. I consistently expand my financial expertise, earning the Certified Financial Planner (CFP®) certification, Chartered Financial Consultant® (ChFC®) credential, and Accredited Investment Fiduciary® (AIF®) certification. I am a leader within my organization, in