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

Areas of focus

  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Charitable Giving
  • Family Finances
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Tax Planning Strategies


  • ChFC® Chartered Financial Consultant®


  • Bachelor of Arts, Johnson University 2011

Community participation

My wife and I are heavily involved at Red Door Church in Fairfield, OH.

  • Red Door Church
  • Kingdom Advisors


  • Fan of all things Cincinnati, especially the Reds, Bearcats, FC Cincinnati, dining scene, and the local breweries
  • I am an avid reader, with my favorites including Tolkien, Lewis, and N.T. Wright