Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
  • Family Finances
  • Retirement Plan Distribution
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S., Financial Planning, The Ohio State University

Interests

Spending time with family

Coaching my kids sports teams

Cooking gourmet meals

Kayaking, fishing, hunting or doing anything in nature

The Ohio State Buckeyes

The Pittsburgh Steelers

Vegetable gardening

Cleaning the house and yardwork

The Financial and World news

Community participation

Coaching My Children's Sports Teams

Volunteering at My Children's School

Community Clean Up Projects

Volunteering for Meals on Wheels/Food Bank