Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 9/10 License
  • FINRA Series 7 License
  • FINRA Series 31 License
  • FINRA Series 63 License
  • FINRA Series 65 License

Education

  • BA - Political Science & History; Ohio Wesleyan University, 1989
  • MA - Counseling Psychology, Univeristy of Akron

Interests

Spending time with my 5 children and wife, traveling, soccer, classic rock, and reading.

Community participation

  • Member of Covenant Presbyterian Church

Awards & recognition

  • Five Star Wealth Manager, 2017-2021