My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Sustainable and Responsible Investing
  • Intergenerational Planning

Education

  • BA Degree in Accounting - Marietta College

Previous experience

  • Branch Manager/Sr. VP Investments - Stifel Westlake, OH, 2009 - 2023
  • Butler, Wick & Co, Inc., 2008 - 2009
  • Sr. VP - McDonald Cleveland, OH, 1991 - 2007
  • Account Executive - Prudential Securities Cleveland, OH, 1982 - 1991
  • Senior Auditor - NASD Cleveland, OH, 1975-1982

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

Westlake Meals on Wheels

Interests

Horseback Riding, Golfing