Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet 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

  • Intergenerational Planning
  • Military Financial Advisor
  • Business Retirement Plans
  • Saving for Education
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving


  • APMA™ Accredited Portfolio Management Advisor™
  • CMFA® Certified Military Financial Advisor®


  • Wright State University, B.S.B., Financial Services, Accountancy

Awards & recognition

  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide for our clients every day.

Community participation

I like to support causes that empower the next generation, like Just a Pair of Shoes. This is an organization a friend started with a mission to put quality name brand shoes on the feet of young students in an effort to boost confidence and create a sense of belonging.


  • Family and faith are important to me. My wife, Tabitha, and I spend much of our free time with our extended families.
  • With several nurses in the family, I value and cherish the compassion and care of those in the medical community.
  • I enjoy guiding others through life's changes and transitions to help them stay on track for their financial goals.