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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Qualifications

  • CFA® Chartered Financial Analyst®

Education

  • BSBA Finance, Portfolio Mgt. - Max M. Fisher College of Business, The Ohio State University

Awards & recognition

  • Envisage Wealth, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Envisage Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Envisage Wealth, Investment News Best Places to Work for Financial Advisors, 2024
  • Envisage Wealth, Columbus Business First Best Places to Work, 2022-2023
  • Envisage Wealth, Ameriprise Client Experience Award, 2020-2023

Professional associations

  • Board of Directors for CFA Society of Columbus

Community participation

  • Mid-Ohio Foodbank
  • Camp Mary Orton
  • Habitat for Humanity
  • The Ronald McDonald House

Interests

  • I value spending time with my family and friends.
  • I have a special interest in health & fitness.
  • I enjoy podcasts of all kinds
  • My other interests include, traveling, skiing, and reading.