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

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Investment Management


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 66 License
  • Life & Health License


  • Economics; The Ohio State University 2005

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2019, 2020, 2021, 2022, 2023


  • I love spending time with my wife Laura, daughters Sophia, Sammi and Josephine, and dogs Farley & Creamora
  • I enjoy beach volleyball, golf, snowboarding, electric cars and cooking Italian food
  • My favorite travel/destinations; Lake Tahoe, Lake Michigan and Disney Cruises
  • My favorite sport teams; The Ohio State Buckeyes, Columbus Blue Jackets, New York Mets, New York Knicks and New York Jets