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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
  • Family Finances
  • Retirement Plan Distribution
23
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