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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 63, 65

Education

  • Bachelor of Science, Finance, Miami University, Oxford, OH '98-'02
  • Graduated St. Francis DeSales High School, Columbus, OH '94-'98

Previous experience

  • Managing Director, Commerce One Financial - Investment Bank: New York, NY, 2003-2013

Community participation

Threshold Board of Directors (Treasurer), Sponsor of BARCS, Member of and Volunteer for Upper Fells Point Improvement Association

Interests

  • Family
  • Volunteering
  • Exercise
  • Community
  • Sports
  • Cooking
  • Buckeyes
  • Gardening