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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Tax Planning Strategies

Education

  • Case Western Reserve University

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2020
  • Ameriprise Client Experience Award, 2021-2022

Previous experience

  • Financial Advisor, Morgan Stanley, 2003-2012

Community participation

  • Avon Lions Club, Past President
  • Bay Men's Club, Treasurer
  • Bay Village Rec Soccer Coach
  • Bay Village Rec Basketball Coach
  • Knights of Columbus
  • Second Harvest food bank volunteer
  • Providence House volunteer

Interests

My wife Beth and I will celebrate our 19th wedding anniversary in 2023 and have been blessed with three amazing daughters. We've lived in Bay Village, Ohio for over a decade and enjoy our proximity to family, friends, Lake Erie and downtown Cleveland. As a family we enjoy our dogs, traveling, live music, time spent outdoors, biking, golfing, and cheering for our favorite teams- the Cleveland Guardians, Browns, Cavs, and the Ohio State Buckeyes.

My photos

3 albums
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