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
  • Wealth Preservation Strategies


  • Bachelor of Arts, Business, Baldwin-Wallace College, Berea, Ohio

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2023
  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021

Community participation

Dane, Ed, Bill, Cath, Nicole, and Jason
Dane, Ed, Bill, Cath, Nicole, and Jason

On November 2, 2023, our team participated in Ameriprise Financials' National Day of Service. As a team we volunteered at Rescue Village in Novelty Ohio.


Outside of my daily work I enjoy spending time at home with my wife, Kelly, my son, Ace, and our two dogs Murray and Rhona. When I am not at home, I am an avid golfer and a die-hard Cleveland Browns and Ohio State Buckeyes fan.