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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Saving for Education

Community participation

Cardinal Land Conservancy and United Way of Cincinnati

Interests

Garett is a Cincinnati native and resides in Loveland, OH with his wife, Karin, their two daughters. Besides spending time with family and friends, he enjoys hiking, kayaking and being outdoors in general whenever possible.