Advisor profile


My approach

Our team believes that one of the most important aspects of working with you is our ability to listen. Once we understand your financial picture, we will help you to develop a personalized financial strategy. We will then work together to help you build a plan for your future. We strive to help clients feel more at ease knowing that a strong team serves as their advocate. At ViewPoint Wealth Partners, we never forget that you come first.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Cash Flow Management Strategies
21
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bowling Green State University
  • Bachelors in Finance

Interests

I enjoy spending time with my 2 boys

Going to the gym and exercising

Golf

Scuba Diving

Camping and fishing

Community participation

Volunteering for Junior Achievement

Volunteering at the Ronald McDonald House in Cleveland

Helping the Make-A-Wish foundation

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