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
20
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
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • The Ohio State University BSBA, Marketing 1991 - 1994

Professional associations

  • Carrollwood Business Connection

Community participation

Coach of youth baseball team.

  • Day of Service 2017 -- Cleveland Food Bank

Interests

In my spare time I enjoy spending time with my wife and three children.

I coach baseball, enjoy golf and am an avid sports fan.