My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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36
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

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

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.