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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License
  • Series 66 License
  • Life & Health License

Education

  • Economics; The Ohio State University 2005

Interests

  • I love spending time with my wife Laura, daughters Sophia, Sammi and Josephine, and dogs Farley, Chiquita & Creamora
  • I enjoy beach volleyball, golf, 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
  • Currently Trustee of my Home Owners Association

Community participation

  • Raise Awareness for Dog Adoption Through a May Annual Dog Picnic Located at Pizzurro Park in Gahanna
  • Make Donations and Raise Awareness for Chimpanzees and Orangutans Through The Center For Great Apes in Wachula, Fl

Awards & recognition

  • Five Star Wealth Manager, 2013-2017, 2019, 2020

Professional associations

  • Columbus Metropolitan Club
  • NextGen Dublin