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

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Investment Management
  • Retirement Income Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors of Science (B.S.) in Business; Financial Services, Wright State University

Interests

I value spending quality time with my wife (Jenny) and our children, Owen, Olivia, Oliver (with our Lord in Heaven), Orora and Oriana. Things are pretty busy in our household; most days you will find us running between Cub Scouts, Soccer, Dance, Swim and Basketball, attending events with the Down Syndrome Association to support Olivia and watch her grow, visiting Oliver's resting place or playing with our wildly entertaining twin girls, Orora and Oriana. And guess what, there's another little girl on the way, due August 2020.

We are blessed and very grateful for it. :)

Community participation

Miami Valley Down Syndrome Association (MVDSA)

Dads Appreciating Down Syndrome (D.A.D.S.)

First Baptist Church of Kettering

Shoes4theshoeless

Awards & recognition

  • Ameriprise Circle of Success, 2013-2014, 2016-2019
  • Forty Under 40 Award, Dayton Business Journal, 2017
  • Five Star Wealth Manager, 2015 & 2017
  • Premier Protection award, RiverSource Life Insurance Company , 2014-2018

Previous experience

  • United States Air National Guard, Staff Sergeant, 2000-2006
  • CitiGroup Smith-Barney, Financial Planning Assistant, 2004-2005

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.