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

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • Capital Univerity, BA Communications

Interests

  • Helping my clients
  • Spending time with my wife and children
  • I am a 2nd Degree Black Belt in Tae Kwon Do
  • Enjoy participating in local theatre

Community participation

I have volunteered to serve in various functions supporting our church's outreach to youth. I also serve on the Pickerington Community Theatre board of directors as it's president.