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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Income Strategies
  • Investment Management

Education

  • Miami University 1990-1994

Community participation

  • Active member at the North Canton Chapel
  • Play Guitar and Bass in the church band

Interests

  • Repair and restore watches and clocks
  • Play guitar and bass in my church's worship team
  • Play music with my family
  • Build and fly remote control planes