Advisor profile


We care about what’s important to you

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

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
11
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℠

Education

  • B.S. Financial Services, Wright State University, 2009

Interests

Family, sports, classic and late model cars (especially my Ford Mustang GT), travel, and craft beer.

Community participation

Board Member, Investment Committee Chair, Miami County Foundation 2019

Investment Committee Member, Miami County Foundation 2018

Volunteer, Cakes for a Cause, Piqua Community Foundation 2014-2019