Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.




  • Bachelor of Business Adm. - Finance, Accounting, Financial Planning - University of Cincinnati


Born and raised in Columbus, Ohio. I love all things Ohio State and Cleveland Browns. A transplant to Cincinnati since 2014 where my wife and I currently live with our rescued pup, Ollie. When I am not hard at work for my clients, I enjoy embarrassing myself on the golf course, taking evening motorcycle rides, and working on the occasional house project.

Awards & recognition

  • Further Financial Group - West, Ameriprise Client Experience Award, 2020-2021

Previous experience

  • Ohio Army National Guard, 2015-2020