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

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Small Business
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Finance, University of Toledo 1991

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.

Community participation

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

Professional associations

  • Financial Planning Association
  • Investment Management Consultants Association