Welcome and thank you for taking the time to allow me to introduce myself. I proudly serve a variety of individual clients with goals ranging from starting the investment journey and saving for education expenses to planning or living in retirement. Helping business owners create strategies for employee retirement and business succession is an integral part of my business as well.

My path to becoming a financial advisor began as a child of hardworking parents who taught me to save my money, earned from chores, for things I wanted right then and in the future. After graduating with a BA in finance from The University of Cincinnati, my career began with roles in corporate accounting and business banking. These positions provided a strong foundation for serving individual investors as well as local businesses. I hold my Series 7 and 66 as well as my life/health licenses.

My wife and I moved to the area nearly 20 years ago. We've enjoyed watching our sons grow up in this great community. I currently serve our community through non-profit board positions. Together, we enjoy visiting our family in Florida and New England. More importantly, when life becomes challenging, my goal is to bridge those times with laughter. Once we meet, you'll understand.

My Branch Office Administrator, Annette Schroerlucke, and I comprise your local team. Our team is supported by thousands of research analysts, portfolio managers and advanced technical support from one of the most experienced and trusted financial services firms in the country. In addition, we welcome the opportunity to work alongside your accountant and attorney to craft a strategy that focuses on your goals and desires for your financial future.

Please contact my office so I can get to know you and your family. Once we meet, we can begin your journey of achieving your financial goals... Whatever they might be. Regardless of where you live, we will help you as if you were right next door!

Focus areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Cycling
  • Pickleball
  • Rowing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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