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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Christian Financial Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Education

  • Hiram College, BA Business Management 1998

Community participation

  • Vice President of board of Hearts for Music - special needs
  • Prison Fellowship volunteer
  • Alzheimer’s Walk

Interests

I enjoy spending time with my wife and five children and have a strong connection to my church and community group. Serving on the board of Hearts For Music, a music ministry to people with special needs, is particularly rewarding. I also enjoy volunteering with Prison Fellowship, which is a gospel ministry to incarcerated men.