Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
31
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
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Small Business
  • Charitable Giving
  • Employee Stock Options
  • Saving for Education

Community participation

  • Committee member for Stark County Ducks Unlimited (Former Chairman)

Interests

I enjoy spending time with my wife Deena, my children, Tim and Torie and our two labs, Cami and Josie. Some of my hobbies are:

- Hunting with my son

- Going to sporting events and concerts with friends and family

- Golfing

- Snow skiing

- Traveling

My photos

1 albums
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