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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investment Management

Education

  • Northern Kentucky University. Bachelor's Degree, Finance and International Management 1995

Professional associations

  • Financial Planning Association

Interests

I enjoy spending time with our three children and my wife, Amy. My other interests include salt and fresh water fishing, football, hiking, traveling, cooking and dining out. Yes, I'm a foodie! I enjoy sampling food from local small restaurants. In the fall, you will find me watching my son play football for his High School team the Archbishop Moeller Crusaders and attending the Cincinnati Bengals games.

My photos

6 albums
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