Advisor profile


My approach

I care about what’s important to you

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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts from Williams College, Williamstown, Massachusetts

Interests

  • Biking
  • Golf
  • Tennis

Community participation

  • Dublin Worthington Ohio Rotary Club: Ex Trustee
  • ShelterBox Response Team member
  • Greater Columbus Arts Council : Ex Trustee
  • Athletic Club of Columbus
  • Madison County Chamber of Commerce
  • Financial Executives International (FEI): Ex Trustee Local Chapter
  • Big Brothers Big Sisters

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2016, 2017, 2018 & 2019

Professional associations

  • Financial Executives International (FEI)
  • Member of Professional Council at Columbus Foundation
  • Five Star Wealth Manager
  • The Catholic Foundation

Previous experience

  • Financial Advisor, Stifel, Nicolaus & Company Dublin, OH, 2005-2012
  • Financial Advisor, UBS Financial Services Inc. Columbus, OH, 2003-2004
  • Corporate Treasurer, Borden Chemical, Inc. Columbus, OH, 1995-2001
  • Latin America Treasury Director, Alba Quimica Ind E Com Ltda, Sao Paulo, Brazil, 1991-1995
  • Manager International Treasury, Borden Inc. New York City, NY, 1985-1991