Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Financial planning for small business
  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Retirement Planning Strategies

Education

  • Kent State University -- BBA, Marketing, Finance
  • Dover High School

About Me

I’m proud to live, work, and give in Tuscarawas County. My wife Kiley and I raised our three sons—John, Max, and Kyle—right here, and now I get to work alongside Kiley and Kyle serving the same community that’s shaped our lives. John is married to Maddie, and they’ve blessed us with our granddaughter, Remi. We were thrilled to welcome Kyle’s wife, Maryn, to our family in July. Our family enjoys traveling, playing golf, and sharing great food together.

Community participation

United Way of Tuscarawas County

Kiwanis Club of Dover - New Philadelphia

Interests

Spending time with my family, especially around food

Travelling with my wife, Kiley

Golf, when I can find time

Rooting for the Browns, Guardians, Cavs, and the Buckeyes