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

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Family Finances
  • Wealth Preservation Strategies
  • Small Business
  • Intergenerational Planning

Community participation

Outside of providing Financial Planning I am involved in my local church, Peace Community UCC where I am currently serving on the Pastoral Search Committee and am involved in helping with various things throughout the Church. I also enjoy participating in the Duchenne's Dash 5k that raises money for Duchenne's Muscular Dystrophy along with various other runs throughout the year.

Interests

I enjoy spending my evenings during the summer going on walks/runs with my wife Sydney. Playing in a sand volleyball league with my family as well as watching Ohio State basketball and football. In addition, I enjoy traveling, both in and out of the country and hope to do more out of country traveling once we check off most of our must-see boxes within the United States!