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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • * Series 7, 6, 63, 24
  • * State of Ohio Life Insurance, Health Insurance and Variable Annuity licensed

Education

  • Chartered Retirement Planning Counselor, College of Financial Planning, 2007
  • Bachelor of Science, Finance, Franklin University, 1994
  • Bachelor of Science, Business Management, Franklin University, 1994
  • Associate of Science, Business Management, Franklin University, 1992

Interests

During my free time, I enjoy playing racquetball, traveling and boating with family and friends.