My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Bachelor's of Business Administration, University of Toledo, Toledo, Ohio

Previous experience

  • Financial Advisor, Raymond James, 2006-2019, Bellevue, OH, 2006-2019

Community participation

I currently serve on the board of directors for the following non-profit organizations:

  • Bellevue Rotary Service Foundation
  • Bellevue United Selective Fund
  • The Willows of Bellevue Community Advisory Board