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
33
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
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Finance, University of Toledo 1991

Professional associations

  • Financial Planning Association
  • Investment Management Consultants Association

Community participation

  • The University of Toledo Alumni Association
  • Perrysburg Area Chamber of Commerce
  • Assistant Coach ("retired") Biddy Wrestling 12 years

Interests

  • Travel
  • Business and Investment Reading
  • UT Rocket Sports-season ticket holder for football and basketball-Go Rockets!
  • Cleveland baseball, Red Wings hockey and Packers football fan
  • Fitness/Working out at the gym
  • Spending time with my family and friends in Sandusky.