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.

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37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution
  • Charitable Giving

Education

  • B.S. Micro Biology, 1981, The Ohio State University, Columbus, Ohio

Community participation

I enjoy being actively involved in my local community. I believe that happiness comes from giving more, not getting more. As such, being engaged in the following activities add an abundance of joy to my life.

  • I am an active member of Trinity United Church of Christ in Canton, Ohio.
  • I have been an umpire for adult slow pitch softball since 1999. I am humbled to have been chosen to umpire many national tournaments across the country including the USA v. Canada Battle at the Border.
  • Our office actively supports the Akron Canton Regional Food Bank.

Interests

Family Time

  • Spending time with my family is very important to me. Before I was widowed in 2008, my wife and I raised four fantastic children. I am now the proud grandpa to 9 grandchildren with a 10th on the way!.

Music

  • A lifelong musician, I spend some of my free time playing the keyboard with my band, Back-2-Eden. We play many original songs and popular cover songs that get the crowd singing along at venues throughout northeast Ohio.

Hobbies

  • I love spending time outdoors, especially gardening and caring for my yard. A day spent outside is a great day!

My photos

4 albums
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