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

  • Retirement Income Strategies
  • Investments
  • Family Finances
10
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

Education

  • Bachelor of Science in Journalism - Ohio University (2001-2005)

Interests

My wife, Tess, and I love to travel and experience new cities and cultures. I'm an avid Cleveland sports fan who, after a lifetime of heartache, finally got to experience a Championship in 2016. Thanks Cavs!! I enjoy distance running, playing basketball, softball and just about any other rec sport. I grew up spending most of my summer weekends on Lake Erie and still try to get up to the Islands as much as possible.

Community participation

Columbus Young Professionals - Event Ambassador

Previous experience

  • Broadcast Journalism Professional (WMDT-TV, WREX-TV, CSN-Chicago), 2005-2010
  • Online Journalism Professional (AOL.com, Patch.com), 2010-2012