Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
30
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
  • Investment Management
  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning
  • Tax Planning Strategies

Education

  • B.A., Physics, Ohio State University, Columbus, Ohio
  • M.S., Space Systems Operations, Naval Postgraduate School, Monterey, California

Interests

Family is important to me, raising kids with values and the tools to succeed and to make the world a better place. Running on the beach, hiking, camping, exploring, pushing the envelope, the family's "Adventurer's Club" experiences. One-on-one trips with my wife or the kids. Meaningful relationships, mindful living. Creating things - lawn/garden, devices. Repairing things - car, house, stuff "if mankind built it, it can be fixed". Aerospace, physics, problem solving - I like to know how things work, and how to make things work better. Math - I can do numbers. Environment - respecting that we live in a limited and enclosed world. Family.