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
16
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
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • BS Bachelor of Science, The Ohio State University, Columbus, Ohio
  • MS Master of Science, The Ohio State University, Columbus, Ohio

Previous experience

  • Regional VP / Director: Platium technology/CA/Moai/eFileshare/LogicLibrary, 1997 - 2008 -- 11 Years
  • District Manager: Hewlett-Packard, 1973 - 1997 -- 24 Years

Community participation

  • EcoSteward for Nine Mile Run Watershed in Frick Park
  • Member of Public Policy & Advocacy Committee for Monroeville Chamber of Commerce

Interests

  • Travel and spending time with children and grand children
  • Gardening and landscaping
  • Projects to conserve energy
  • Handyman activities around our home