Advisor profile


My approach

We care about what's important to you.

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what's truly important to you and your family - whether it's saving for college, buying a new home, retiring the way you want or anything else.

The personalized financial advice we offer can help you prepare for the expected and the unexpected. As a result, you can feel more confident, connected and in control of your financial life.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Ohio University College of Business, Bachelors of Business Administration 2001

Interests

  • My wife, Katie and I enjoy taking long walks with our children through the Cuyahoga County Metro Parks systems.
  • We enjoy spending time on the water; boating, swimming and fishing on and around the Lake Erie Islands throughout the summers.
  • I am an avid Cleveland Sports fan and have complete confidence that the Browns will be in the Super Bowl soon!

Community participation

  • Past President of the Lakewood and Rocky River Rotary Foundation and Club
  • Member of the Ohio University College of Business Finance Advisory Council
  • I volunteer my time teaching youths about finance, the economy and the community they live in through Junior Achievement of Greater Cleveland

Awards & recognition

  • Ameriprise Circle of Success, 2018-2020
  • FIVE STAR Wealth Manager, 2013-2016