My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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!