Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Investments
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Qualifications

  • Series 7 General Securities
  • Series 6 Investment Company Products/variable ContractCredential Name (required)
  • Series 65 Uniform Investment Advisor Law
  • Series 63 Uniform Securities State Law

Education

  • Xavier University, 2003, Finance

Previous experience

  • US Bancorp Investments, Inc, 2011 - 2021
  • Huntington Investment Company, 2007 - 2011
  • NatCity Investments, Inc., 2006 - 2007

Community participation

Mathew 25 Ministries

Interests

  • Spending time with family and friends
  • traveling
  • cars