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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Investments
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts, Religion, Mount Vernon Nazarene University, Mt. Vernon, OH
  • Master of Arts, Theological Studies, Nazarene Theological Seminary, Kansas City, MO

Interests

I enjoy spending time with my beautiful wife and children, watching Cincinnati Bengals football, Cincinnati Reds baseball, and playing slow-pitch softball. I like to find time for 18 holes when my schedule allows. My wife and I also enjoy dinner out with friends and family, as well as catching a movie on the big screen. We enjoy vacations in the mountains and on the beach, and my ideal day of relaxation always involves a great espionage novel.

Community participation

  • Parkview Church of the Nazarene
  • Cincinnati Urban Promise
  • Target Dayton Ministries

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Ultimate Digital Excellence Award, 2021

Professional associations

  • GETDOT Cincinnati

Previous experience

  • Financial Advisor, Morgan Stanley, 2011-2016, Cincinnati, OH
  • Minister, Church of the Nazarene, 1998-2010