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

  • Insurance
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Bachelor of Industrial Systems Engineering from Ohio University
  • Masters of Accounting and Financial Management from Keller Graduate School of Management


  • I enjoy spending time with my wife and two daughters.
  • I am my daughters biggest fan in watching them compete in Cross Country and Track events.
  • Other interests include all music, watching football and hockey, craft beer and trying new restaurants.

Community participation

  • Volunteer for the Multiple Sclerosis Society and work as patient advocate for newly diagnosed patients..
  • Booster/fundraising member for the Dublin Jerome XC teams and the Celtic Clash XC Invitational.
  • Volunteer for the Special Olympics and the Ohio Food Bank.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Board Member / Treasurer for Residential Options Inc.