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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

  • Yale University - Bachelors Degree - Political Science

Community participation

  • Akron/Canton Food Bank volunteer
  • YMCA youth basketball coach
  • Hall of Fame enshrinement committee volunteer

Interests

  • I played college football for Yale University, and feel very blessed for my time there.
  • I enjoy playing and coaching recreational sports at my local YMCA.
  • Taking time to travel and spend time with my family is also very important to me.
  • Living in Canton, I work with the Hall of Fame enshrinement committee each year to celebrate its values and honor the heroes of the game.
  • My wife and I enjoy live music, and try to make a point to catch our favorite artists when they are in town.

My photos

2 albums
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