Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Insurance
  • Intergenerational Planning
  • Retirement Income Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Charitable Giving
  • Wealth Preservation Strategies
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7
  • FINRA Series 66

Education

  • John Carroll University, Bachelors of Science in Business Administration, Cleveland, OH, 2018

Interests

  • Spending time with friends and family
  • Weight lifting
  • Golfing
  • Playing basketball
  • Watching Cleveland sporting events
  • Going to concerts

Community participation

We participate in multiple service days each and every year throughout the community within local charities, such as the Greater Cleveland Food Bank.