Simply stated, regardless of geographic location (yes, we work virtually with client families all over the United States), our practice is focused on helping to improve lives, reduce frustrations and eliminate the guesswork from the future financial well-being of our client families.

Back in 1998, at the green age of 18, I started selling magazine ads to 'mom and pop' pizza shops. Over the years, I progressed in my marketing career, eventually working with Fortune 500 companies. In 2014, after 16 years in the marketing and advertising world (and a major amount of soul searching), I decided to make the transition to the financial services industry.

Our practice is designed specifically for the following individuals:
- Marketing and Sales Professionals
- C-Suite Executives
- Individuals approaching retirement
- Individuals in retirement

We find a good fit with individuals who value:
- Financial well-being
- Having healthy and meaningful relationships
- Controlling stress levels

I wouldn't be able to provide a high level of service to my client families without Amanda Harlan. Amanda is my right hand and partner. Her importance to this practice and our client families cannot be overstated.

Personally, I've been married to the love my life since 2009, though we've been together since 2004. (Please, don't ask my wife why it took so long to actually get married – sore subject with her.) I have three kids – two from my previous marriage who are grown and one rug rat that brings a smile to my face because she runs full speed into my arms every time I walk through the door. We call North Canton, OH home and love traveling. Oh, and I'm always up to chat about Blink 182 or Formula 1 Racing anytime, anywhere.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • LGBT Finances
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Music
  • Auto Racing
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 05:00PM
Tue 09:30AM - 05:00PM
Wed 09:30AM - 05:00PM
Thu 09:30AM - 05:00PM
Fri 09:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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