With over 30 years of experience in the financial services industry, I’m dedicated to applying my knowledge and expertise to help down-to-earth and middle-income-minded people find financial success. Personal finance plays a significant role in our lives. Too often, however, personal finance comes with its fair share of stress, uncertainty and even shame.
I believe our financial lives can and should be a source of stability and genuine confidence regardless of your level of wealth. There is nothing more satisfying than witnessing my clients experience this shift in their outlook. The moment when an individual or couple can sit back and see a path to their goals is one of the most rewarding parts of my work, along with the friendships we build together over the years.
I’m passionate about working with my clients on a fiduciary basis, meaning my only loyalty is to my clients—not a brokerage firm or mutual fund company. I also work with you on a fee-only basis. By not selling financial products nor accepting commissions of any kind, I feel this minimizes conflicts of interest and makes it so all advice is truly in your best interest.
Together, we can work to define your vision and priorities, build a clear plan towards your goals, and keep you on track as you move through your life.
EDUCATION, DESIGNATIONS & REGISTRATIONS
- Certified Financial Planner™
- Registered Investment Advisor - Series 66
- National Social Security Advisor Certificate Holder
- Financial Planning Certification Program - Northwestern University
- Bachelor of Science Entrepreneur Program - University of Southern California
OUTSIDE OF THE OFFICE
My wife and I have two boys. When I’m not in the office, I love playing sports—golf, tennis, basketball, swimming and clay shooting—especially with my family. We also love attending sporting events and seeing plays at the Cincinnati Playhouse in the Park or the POPs at the Cincinnati Symphony. Watching sports is another part of our lives we enjoy (go USC Trojans, Clemson Tigers, and Auburn - War Eagle!).