Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science Degree, ITT, Indianapolis IN

Interests

  • I enjoy spending time with my wife and two boys,
  • boating, camping, traveling, biking,
  • spending time with friends and family.

Community participation

I enjoy helping others through various church mission trips to help Hurricane Katrina victims, Panama remote islands, and Cincinnati Childrens home. Habitat for humanity community home build along with other church leadership responsibilities