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

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


  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7
  • FINRA Series 66


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

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.


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