Advisor profile

What you can expect when you work with me

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.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Financial Planning for Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Consulting on potential benefits and risks of IRA rollovers
  • Wealth Preservation Strategies

Education

  • Bachelor's in Finance, Kent State University, 2001

Previous experience

  • Raymond James Financial Services Independent, 2011-2025
  • LPL Financial, 2006-2011
  • Citigroup Global Markets, Inc., 2003-2006
  • Morgan Stanley, 2001-2003

Community participation

Rotary International

Mahoning Valley Estate Planning

Mahoning Valley Supper Club

Anthony Spano Foundation Annual Thanksgiving Food Drive

Interests

Oustide of the office I spend time with my wife Tiffany and our children Zach, Macy and Lily. When not with family I love to golf with clients and friends as well as travel. I enjoy exercise and learning new things.

My photos

1 albums
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