Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Insurance
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, 63, 65

Education

  • Bachelor of Science, Finance, Miami University, Oxford, OH '98-'02
  • Graduated St. Francis DeSales High School, Columbus, OH '94-'98

Interests

  • Family
  • Volunteering
  • Exercise
  • Community
  • Sports
  • Cooking
  • Buckeyes
  • Gardening

Community participation

Threshold Board of Directors (Treasurer), Sponsor of BARCS, Member of and Volunteer for Upper Fells Point Improvement Association