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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Insurance
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies

Education

  • Kent State University, BA Finance

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

  • Associate Financial Advisor, Raymond James, 2009-2017

Community participation

Bay Village Men's Club, Past President

Interests

I live in Bay Village, Ohio with my wife Sarah and our 10-year old triplets, Jackson, Cate, and Claire. I enjoy spending time with my family, fishing, kayaking, and cheering on our favorite Cleveland sports teams.

My photos

2 albums
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