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

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Insurance
19
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