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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science in Journalism - Ohio University (2001-2005)

Previous experience

  • Sports Anchor/Reporter - WMDT TV Salisbury, MD, 2005 - 2006
  • Sports Director - WREX TV Rockford, IL, 2006 -2008
  • Associate Producter - Comcast SportsNet, Chicago IL, 2008 - 2010
  • Sports Reporter - Patch.com, Chicago, IL, 2010 - 2012

Interests

My wife, Tess, my son, Sawyer, and I reside in Grandview Heights and we love the small-town feel of our little neighborhood that is tucked into the greater Columbus area. We love to travel and experience new cities, cultures and cuisine. I'm an avid Cleveland sports fan who, after a lifetime of heartache, finally got to experience a Championship in 2016. Thanks Cavs!! I enjoy distance running, playing basketball, golf, softball and just about any other rec sport. I grew up spending most of my summer weekends on Lake Erie and still try to get up to the Islands as much as possible. But we also spend plenty of weekends out on Buckeye Lake.