Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Charitable Giving
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • * Series 7, 6, 63, 24
  • * State of Ohio Life Insurance, Health Insurance and Variable Annuity licensed

Education

  • Chartered Retirement Planning Counselor, College of Financial Planning, 2007
  • Bachelor of Science, Finance, Franklin University, 1994
  • Bachelor of Science, Business Management, Franklin University, 1994
  • Associate of Science, Business Management, Franklin University, 1992

Interests

During my free time, I enjoy playing racquetball, traveling and boating with family and friends.