My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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47
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Family Finances

Community participation

Volunteer as an adult coach for Special Olympics.

Supporter of local animal shelters.

Interests

Spending quality time with my family.

Golfing at many of the fine courses in Ohio.

Cheering for the Buckeyes, Indians, Browns and Cavaliers.