Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investment Management
  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MBA - Finance
  • CRPC
  • CLTC
  • Series 7
  • Serires 66
  • Life, Health, Disability and Property & Casulty Insurance Licences
  • FINRA

Education

  • Cleveland State University, MBA in Finance, Cleveland, OH
  • Siena College, BS in Finance, Loudonville, NY

Interests

  • Spending quality time with my wife and 2 children.
  • Attending and volunteering at our local church.
  • Playing golf with clients, friends and family.
  • Exercising with my colleague.

Community participation

  • Hudson Chamber of Commerce - Board Member
  • Hudson Chamber of Commerce Networking Group - Past-President
  • Hudson Tax Incentive Review Council - Board Member
  • Rotary Club of Hudson - Board Member
  • Christ Community Chapel - Praise Team
  • Akron Urban League - Member
  • Member of Hudson Community Chapel

Professional associations

  • US Airforce - Communications airman