My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • I enjoy playing golf as often as I can.
  • I have had an interest in photography for many years.

Community Participation

  • I am a member of the Masonic fraternity and a Past Master of Theodore Breck Lodge #714.

Experience

? 40

Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • BBA, Finance, Kent State University, Kent, Ohio

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