Advisor profile

What you can expect when you work with me

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.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Family Finances




  • BS in Financial Services from Wright State University - Summa Cum Laude - 2006

Community participation

I enjoy working around our home especially when my children can work with me.

I volunteer my time each week at our local church as needed.

I have served as chairman of the Haiti Auction of the Miami Valley and continue to assist the process.


Spending time with my family


Outdoor activities