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
21
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
  • Insurance
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Estate Planning Strategies

Education

  • Cleveland State University B.S. Finance 2002
  • The Ohio State University B.S. Political Science 1992

Interests

  • Helping My Clients
  • Spending time with my wife and two boys
  • I enjoy reading and learning
  • I enjoy outdoor activities, especially golf