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

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Cash Flow Management Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Business Retirement Plans

Education

  • Ohio University Bachelor of Business Administration

Interests

As a former college hockey player, I have developed a strong work ethic, teamwork and discipline. I apply what I've learned from when I started playing hockey at the age of 5, to my work today. I have a strong passion for finance, continuous learning and enjoy helping people plan to reach their goals. Outside of my work, I enjoy spending time with my girlfriend, family and friends, walks with my dog Mocha, golfing, concerts, and you can always catch me at a stadium or arena for a game.