Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • M.B.A., 1992, Finance, Miami University, Oxford, OH
  • B.S., 1991, Finance, Miami University, Oxford, OH


  • My children's cross country, basketball and baseball teams
  • Cleveland Indians Baseball, Miami University Hockey
  • Reading, Travel
  • Hiking, Bicycling, Running
  • Photography

Community participation

Council of Smaller Enterprises (COSE) - Greater Cleveland Partnership

COSE is the region’s largest small business support organization and provides cost-effective group purchasing programs, advocacy on legislative and regulatory issues, and networking and educational resources to help Northeast Ohio’s small businesses grow.

Impact Team Sports, Inc.

Impact Team Sports, Inc. is a non-profit organization that strives to provide high quality team athletics at an affordable cost for young athletes to help build and strengthen their responsibility, accountability and character through passionate instruction and leadership.