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
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Indiana University of Pennsylvania, B.S. Business Management, 2011

Community participation

Our recent food drive brought in a variety of food items and enough money to pay for 1400 meals!
Our recent food drive brought in a variety of food items and enough money to pay for 1400 meals!

Akron Canton Food Bank Volunteer

Interests

Family

  • My wife, Brandi, and I are the proud parents of Landon (8) and Braxton (3). We love to play outside and the boys enjoy helping me take care of our yard and playing soccer and football.
Travel
  • We love to travel and visit new places in the contiguous 48 states. Asheville, North Carolina, is one of my favorite destinations and I highly recommend that everyone visit the renowned Biltmore Estate at least once. My wife and I also like to explore local breweries and vineyards when we get the opportunity.
Sports
  • I enjoy watching sports, especially The Ohio State Buckeyes. O-H!