Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
31
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
  • Family Finances
  • Estate Planning Strategies

Interests

My family has resided in Fairview Park since 2003. My wife, Jennifer, is an RN at the Cleveland Clinic in Oncology and Hematology. We have 2 children – Brandon who is a 2019 graduate of Northwestern University and Madeline who graduated from West Virginia University in 2023.

In our spare time, Jennifer and I enjoy travel, reading, antiquing, and following all of our local sports teams.

I am also a professional musician that plays all around the north coast of Ohio and other local and regional events. Other hobbies include classic Corvettes, learning about history and reading various weekly and monthly publications.