Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS Bachelor of Science, Sports Management, Ohio University, Athens, OH

Interests

I enjoy playing basketball, soccer, and tennis.Being from Ohio, I am a fan of The Ohio State Buckeyes, Cleveland Browns, Cleveland Cavaliers, and Cincinnati Reds.I love traveling and visiting a city for the first time.I will always accept a good restaurant recommendation!

Community participation

Junior Achievement's JA in a Day Volunteer