Advisor profile


My approach

As a financial advisor I look to provide financial advice and guidance helping clients plan to build and preserve their wealth for themselves and their families. My goal is to inform clients and help simplify the complexity that can exist around financial planning, investment management, tax and insurance strategies as it relates to their diverse needs, goals and concerns.

In addition to the financial services industry my prior experience includes institutional capital markets. I believe my experience contributes to helping families, individuals and businesses navigate the financial planning and investment management process. My goals-based approach can allow for a better understanding of financial planning and investment strategies.

By leveraging my experience, looking to provide a disciplined approach to financial planning, exercising a team mindset and working together with Landing Point Financial Group I believe I can help clients simplify their financial lives and joyfully steward their resources.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Insurance
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA® Chartered Financial Analyst®
  • FINRA Series 7 - General Securities Principal Examination
  • FINRA Series 24 - General Securities Principal Examination
  • FINRA Series 63 - Uniform Securities Agent State Law Examination

Education

  • BA in Finance from Kent State University

Interests

  • Spending time with my wife, Susan and three children, Gracyn, McKinley & Grant
  • I am an avid outdoorsman
  • I am a life long sports fan
  • I enjoy water sports and spending as much time as possible on Lake Erie
  • Things I love but don't get to do as much are: traveling, scuba diving, fishing, hunting, and snow skiing

Community participation

  • Kent State Alumni Association, Board Member
  • Westside Christian Academy, Finance Committee
  • Providence Church, Member

Professional associations

  • Cleveland CFA Society