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

  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Employee Stock Options
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Professional associations

  • Worthington Rotary
  • Financial Planning Association

Community participation

  • Rotary International
  • Columbus Young Professionals


  • I enjoy spending time with my son, Gavin.
  • When I'm not in the office, I like to play golf.
  • I enjoy attending OSU football and Indians baseball games.