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
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Sustainable and Responsible Investing
  • Investment Management

Education

  • Bachelor's of Science in Business Administration, Finance, The Ohio State University Fisher College of Business

Previous experience

  • The Ohio State University - Student Finance, 2017 - 2021

Community participation

Volunteering yearly at Matthew 25 Ministries.

  • Matthew 25 Ministries

Interests

  • Stock Market
  • Reading
  • The Cincinnati Bengals
  • The Cincinnati Reds
  • Golf

My photos

1 albums
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