My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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33
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
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Financial Planning for Small Business
  • Charitable Giving Strategies
  • Employee Stock Options
  • Saving for Education

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Committee member for Stark County Ducks Unlimited (Former Chairman)

Interests

I enjoy spending time with my wife Deena, my children, Tim and Torie and our two labs, Cami and Josie. Some of my hobbies are:

- Hunting with my son

- Going to sporting events and concerts with friends and family

- Golfing

- Snow skiing

- Traveling

My photos

1 albums
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