Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Sign up for a complimentary initial consultation

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Investment Management
  • Insurance
  • Saving for Education

Community participation

We volunteer periodically at New Path in Piqua, OH providing food and personal items to families in our community.