Advisor profile


What you can expect when you work with me

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.

Get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • Series 7, 9, 10, 31, 63 and 65 licensed

Education

  • Graduated from Eckerd College with a Bachelor of Business Administration 1994

Previous experience

  • H&R Block, 1999-2008
  • Olde Discount, 1994-1999

Community participation

I support Ruffing Montessori School, the Cleveland FoodBank, Northern Ohio Golf Association Charities & Foundation and I am a member of Shaker Toastmasters.

Interests

I grew up in Shaker Heights in a large Italian family as the youngest of four children. I enjoyed the great food they made and appreciate the “old school” values they taught me. I received a golf scholarship to Eckerd College in Florida. As a passionate golfer, I fell in love with the warm Florida weather and decided to start my financial career there. I lived in Clearwater for 7 years before moving back to Ohio to become a branch manager. In 2003 I met my wife Pam and we now have 2 lovely children, Brooke and Bryce. I strive to achieve balance in my life. My passions are golf, traveling, working out and spending time with my family.