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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Business Retirement Plans

Education

  • Bachelor's Degree, Finance, Kent State University, Kent, Ohio

Previous experience

  • Financial Advisor, Morgan Stanley DW inc, 2000-2002
  • Financial Advisor, Trustmont Financial Group, inc, 2003-2005

Interests

Outside of my passion for helping individuals achieve financial success, my greatest joy comes from family. As a proud parent of five boys, I love supporting them in their athletic pursuits, particularly football and wrestling. Having played soccer for many years myself and being involved in martial arts, I appreciate the dedication and discipline that sports instill.When we're not on the field or the mat, our family enjoys spending quality time outdoors, especially camping and exploring new adventures together. These experiences shape my values of perseverance, strategy, and long-term planning--principles I bring into my professional life.