Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Charitable Giving
  • Retirement Planning Strategies
24
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

  • B.S. Accounting- University of Dayton

Interests

Cleveland Sports

Running

Reading

Community participation

Volunteer for Junior Achievement Cleveland

CYO Youth Coach

i9 Youth Sports Coach

  • Sts. Joseph & John CYO Coach