Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
48
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • The Ohio State University B.A.

Interests

Golf & Fishing

Community participation

  • Big Brothers/Big Sisters
  • Wings Charitable Foundation

Awards & recognition

  • Life Time Achievement Award

Professional associations

  • National Association of Insurance & Financial Advisors (NAIFA)