I was with Edward Jones, prior to joining Raymond James in 2025. Before that, I performed as a concert violinist around much of the world. My love for music waned, and I left the industry shortly after returning to the United States. I joined THE FINANCIAL INDUSTRY and found higher purpose in helping people achieve their long-term goals. I received a bachelor’s degree in music in violin from Hope College in 1999. I then continued my violin studies at the Guildhall School of Music and Drama in London, England, ultimately receiving their orchestral conducting fellowship post. Upon returning to the US, I met my wife at the University of Cincinnati's College-Conservatory of Music. As a financial advisor, I invest in understanding my clients' goals before providing guidance. I am personally rewarded at that emotional moment when people learn where they stand and how to pursue previously elusive goals. Those rank among our most rewarding moments in our client relationships. Our branch team and client community volunteer monthly at Shared Harvest Food Bank, sponsor a Children's Hospital Service Project, host a Back-to-School Supply and Thanksgiving Food Drive and volunteer with the Big Brothers Big Sisters organization of Butler County. We donate to breast cancer research. I enjoy performing violin in various amateur orchestras, traveling and cooking world cuisine. I live in West Chester Township with my wife, Naoko, and our two cats and dog. We enjoy performing recitals for our community of clients. Our senior branch administrator, Cheryl Summe, volunteers through Crossroads church and other local projects. She enjoys spending time with her family, especially her ten littles – eight boys and two girls. She lives on the Eastside of Cincinnati and dedicates herself to providing a high level of service. Working with CPAs, attorneys and other professionals, I help individuals, families and business owners determine an appropriate financial strategy.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Mishler Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.