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

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

Qualifications

  • CFA® Chartered Financial Analyst®

Education

  • The Ohio State University Fisher College of Business Class of '17
  • Bachelor of Science in Business Administration
  • Specializations: Finance & Economics
  • Minor: History

Awards & recognition

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

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 Strongsville, OH which led to a lifetime of loving the Cleveland sports teams. After attending the Ohio State University, I am now a die-hard Buckeyes fan!

My wife, Lauren, and I love spending time with friends and family, and I enjoy most outdoor sports, skiing, golfing, kayaking and especially scuba diving. We also enjoy home projects, painting, remodeling and gardening.

Lauren and I are proud parents to three cats, Otis, Zella and Finn.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.