State
Ohio
Description
Advice built around you — and your life
Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.
With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.
Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
30 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Tax Planning Strategies
- Estate Planning Strategies
- Investments
- Wealth Preservation Strategies
- Business Retirement Plans
- Cash Flow Management Strategies
- Charitable Giving Strategies
- Retirement Plan Distribution
- Social Security Retirement Benefits
- Insurance
- Saving for Education
- Women's Financial Strategies
- Retirement Income Strategies
- Investment Management
- Retirement Planning Strategies
- Intergenerational Planning
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
- APMA® Accredited Portfolio Management Advisor™
Education
- Miami University, Bachelors Business, Miami, OH, 1994
Awards & recognition
- Forbes Best-in-State Wealth Advisors, 2023
- Five Star Wealth Manager, 2018
- Ameriprise Circle of Success, 2017-2021
Professional associations
Previous experience
- Senior VP - Wealth Management, UBS Financial Services, Inc. , Cleveland, OH, 2009-2017
- Financial Advisor, Merrill Lynch, Cleveland, OH, 1996-2009