Advisor profile


Our approach

At SkyCrest Financial Group, we are, first and foremost, a client service practice. Our objective is to assist you in navigating the path ahead to achieve your financial goals.

We believe in providing comprehensive financial planning and wealth management, investing in industry-leading technology, and supporting ongoing education for our team members. The goal of this collaborative approach is for our clients to constantly receive excellent service in the most time-efficient manner.

6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science - Financial Planning, The Ohio State University

Awards & recognition

  • SkyCrest Financial Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Five Star Wealth Manager, 2023

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, SkyCrest Financial Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

Our toy drive is off to a great start!
Our toy drive is off to a great start!

Interests

I grew up in Sparta, NJ right outside of New York City. I came to Ohio to attend the Ohio State University. While at OSU, I was active in Alpha Tau Omega fraternity. I currently reside in Grandview.

I enjoy playing hockey, snowboarding, hiking, and spending time with my friends and family. I also love to travel! I have been to eighteen countries across four continents. My last trip was to Peru to hike the Salkantay Trail to Machu Picchu. I'm planning on visiting the Scadanavian countries and Austria in Fall of 2021.

I enjoy watching all sports, but my favorites are the New York Rangers, Buckeye football, and Tottenham Hotspur (Soccer)!