State
Ohio
Description
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.
Areas of focus
- Retirement Planning Strategies
- Family Finances
- Estate Planning Strategies
- Executive Compensation and Benefit Strategies
- Divorce Financial Planning
- Investments
Education
- degree of Business Administration, finance major, The University of Akron
Awards & recognition
- Five Star Wealth Manager, 2015, 2016
Professional associations
- Financial Management Association
- Financial Planning Association
Previous experience
- Merrill Lynch Certified Finacial Manager, 1996-2009
Community participation
Meridan Sun Masonic Lodge
Father's Love Ministry
Greater Cleveland Food Bank
Interests
My Family & Friends
Northeast Ohio Economic Development
Traveling