Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
Balanced Wealth Group
Areas of focus
- Executive Compensation and Benefit Strategies
- Employee Stock Options
- Tax Planning Strategies
- Retirement Planning Strategies
- Retirement Income Strategies
CFP® CERTIFIED FINANCIAL PLANNER™
CRPC™ Chartered Retirement Planning Counselor™
- Ohio University College of Business, Bachelors of Business Administration 2001
Awards & recognition
- Ameriprise Circle of Success, 2018-2021
- My wife, Katie and I enjoy taking long walks with our children through the Cuyahoga County Metro Parks systems.
- We enjoy spending time on the water; boating, paddle boarding, swimming and fishing on and around the Lake Erie Islands throughout the summers.
- I am an avid Cleveland Sports fan and have complete confidence that the Browns will be in the Super Bowl soon!