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
25
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
  • Retirement Income Strategies
  • Investment Management
  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
  • Family Finances
  • Retirement Plan Distribution

Education

  • B.S., Financial Planning, The Ohio State University

Community participation

Coaching My Children's Sports Teams

Volunteering at My Children's School

Community Clean Up Projects

Volunteering for Meals on Wheels/Food Bank

Interests

Spending time with family

Coaching my kids sports teams

Cooking gourmet meals

Kayaking, fishing, hunting or doing anything in nature

The Ohio State Buckeyes

The Pittsburgh Steelers

Vegetable gardening

Cleaning the house and yardwork

The Financial and World news

My photos

3 albums
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