After graduating from North Union, I enlisted in the U.S. Marines and served with the 1st Battalion, 8th Marines, Scout Sniper Platoon; deploying to Iraq, from 2004-2005 in support of Operation Iraqi Freedom II. My unit participated in Operation Phantom Fury, the second major battle of Fallujah. That conflict is regarded by some as the heaviest urban combat, fighting house-to-house and street-to-street, since the battle of Hue City in Vietnam in 1968.

In 2006, I began working in the financial services industry. I left my account executive position in 2010 to work on Wounded Warrior programs in D.C. I served as the regional program manager for Operation Warfighter, the federal internship program for wounded warriors. Then I served as a senior advisor to the commanding general, U.S. Army Warrior Transition Command; focused on education, employment and entrepreneurship programs for wounded, ill and injured soldiers as they prepared to transition to civilian life.

I hold the AAMS® professional designation from the College for Financial Planning, an MBA from Strayer University and a bachelor's degree in finance from the University of North Florida.

Currently, I serve as the chairman for the United Way of Union County and as president for the Union County Chamber of Commerce. My wife, Lori, and I live in Marysville with our four boys, Zac, Sutter, Elias and Hayes, plus Finley, our dog, and several chickens.

My branch office administrator, Carmie Grooms, and I strive each day to provide the most ideal client experience that we can. We are so fortunate to be able to serve this community and are eager to help more people.

Our goal is to add value to the financial life of each of our clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track throughout your life.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Cycling
  • Scuba Diving

Office Information

Office Address

1026 Columbus Avenue Marysville, OH 43040

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 07:30PM
Wed 08:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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