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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science Degree in Business Administration, The Ohio State University

Awards & recognition

  • ClearCourse Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023 - 2024

Community participation

  • Past President and current member of the Bluffton Lions Club
  • Member of Lima Family YMCA

Interests

  • Enjoy spending time at Indian Lake boating with family and friends.
  • As an OSU graduate I enjoy watching OSU athletics.
  • I enjoy traveling, especially to Negril, Jamaica.