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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management

Qualifications

  • Series 7, Series 63 and Series 65

Education

  • University of Dayton - Finance

Interests

  • I enjoy hockey and currently play on an adult league team at the Indian Hill Winter Club. I am also looking to get involved with coaching at the club. I enjoy exploring all the excitement Cincinnati has to offer with my wife, Lauren, and sometimes our Cockapoo-named Theo. I also enjoy cooking, smoked BBQ (just ask about my brisket), and a good glass of wine or bourbon. On Sunday’s I can be caught at a family game night, watching a NASCAR race (go Blaney), or cheering on the Green Bay Packers.