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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Education

  • Bachelors of Science in Business Administration, Youngstown State University, 1985-1989

Community participation

I have coached Youth Boys and Girls Basketball teams. I am a Boy Scout Leader in my area. I am a Past President of a Local Life Underwriters Professional Association as well as a Board Member for several years.

Interests

I enjoy spending time with family doing anything outdoors, especially the beach and including my dogs in these activities. I also enjoy watching college and pro football and working on building projects around my home.