While preparing for my business career, I had the privilege of serving as an intern with an Edward Jones office in northern Indiana. That internship with Edward Jones validated my career path and I moved to St Louis, Missouri, to work in the Edward Jones home office. In 2014, I began my financial advisor career and relocated to Cincinnati, Ohio.
Our practice serves a select group of successful professionals, business owners, and retirees who, among other things, aspire to a work-optional lifestyle. Through meaningful relationships with our clients, we've developed and refined our process to help put the pieces of your financial puzzle together. Our process consists of four parts – we help you identify, build, protect and help you stay on track for your financial success, while learning what is important to you, and why.
I was named to the 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State in Ohio.*
I enjoy being part of the community and giving back. I am a board member of the Little Miami River Chamber Alliance, member of Clermont County Chamber, volunteer with local H.S. with their DECA programs, and volunteer with the Alzheimer's Association, Ducks Unlimited.
My wife, Hannah, and I have three sons, Theo, Frankie and Louie. We enjoy being outdoors, boating, hiking, snowboarding, doing home improvements, personal fitness, golf and participating in virtually anything competitive. Hannah and I were both collegiate athletes (volleyball and football).
Branch Team
Jessica Schulte joined the team in 2023. Jessica and her husband, Tanner, live in Goshen with their three kids, Thomas, Eloise and Hazel. In their free time, they enjoy spending time with their kids, church and community.
Dan Smilek joined in 2024. He is excited to bring 15 years of banking knowledge to the team. He came to Cincinnati in 2008 along with his wife, Krista. They added their daughter, Samantha, to the family in 2012.
My team is committed to providing you with the highest level of professional service. Our mission is to become your trusted partner on your financial journey.
*2025 Forbes Top Next-Gen Wealth Advisors Best-in-State for Ohio, published August 2025, research by SHOOK Research LLC, data as of March 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.