About Me:
As an Investment Executive, I partner with individuals and families to co-create and customize financial plans specific to their goals and preferences. I am dedicated to helping my clients feel comfortable and confident about their financial future by creating a plan that is easy to understand and considers multiple outcomes.
With two decades of experience in the financial services industry, I have a true passion for helping my clients achieve their financial goals. I am a proud resident of Woodmere, Ohio, where I reside with my wife and young son. I enjoy spending quality time with my family, traveling together and exploring diverse culinary establishments, both within the local Cleveland area and during our travels. I invite you to schedule a meeting to experience my approach to financial planning that is based on trust, reliability and collaborative partnership.
Education:
Baldwin Wallace University, B.A. Business Administration, MBA
Registrations and Accreditations:
- Series 7 and 66
- Ohio Life and Health