Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Texas Christian University - M.J. Neeley School of Business, B.B.A.
  • Rocky River High School - College Prep

Community participation

I'm currently serving as Secretary and Treasurer of the board of trustees at Lakewood Park Cemetery.

I'm also a member of The Marooners, an alumni foundation for Rocky River High School.

Interests

I enjoy spending quality time with my two children and family that live in the area.

I'm a big sports fan and actively follow the Cleveland Browns, Cleveland Indians and TCU Horned Frogs.