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
31
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
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BS, Business Administration, Lake Erie College, Painesville, OH, Cum Laude
  • Associate of Arts, Lakeland Community College, Mentor, OH 1974

Interests

My faith and my family are important to me. When not working, Vivian and I enjoy travelling or spending time together doing outdoor activities. Hiking, sailing, fishing, and nature photography are among my favorite pastimes.