Team profile


We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We 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 we 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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Community participation

  • Lakewood Rocky River Rotary Club
  • North Canton Rotary Club
  • Ohio University Finance Advisory Council
  • The City Mission - Cleveland
  • Junior Achievement of Greater Cleveland
  • Canton Regional Chamber of Commerce