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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
16
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