My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.



Helping others to plan and achieve their goals, golfing, hiking, kayaking, fishing, motorcycling, friends and family.

Areas of Focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Education Planning
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments



Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011-2012


  • Chartered Financial Consultant, The American College, Bryn Mawr, PA 2006
  • Bachelor Degree, Capital University, Columbus, OH 1996
  • Associate Degree, Sinclair Community College, Dayton, OH 1994

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