Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Saving for Education

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts in Economics, The Ohio State University

Awards & recognition

  • Five Star Wealth Manager, 2014-2017
  • Envisage Wealth, Ameriprise Client Experience Award, 2020-2022
  • Envisage Wealth, Columbus Business First Best Places to Work, 2022
  • Envisage Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Interests

  • I am a graduate of The Ohio State University and am proud of the life long friendships I made as a member of Phi Gamma Delta.
  • I am a retired Scioto Valley Rugby Football Club member.
  • My wife and I have two beautiful little girls and an amazing little boy!
  • We love taking our children to Lake Cumberland, KY during the summer.