I have always been interested in the financial markets and how the fundamentals of investing work. I strive to help my clients achieve their financial goals, whether it be living comfortably in retirement or passing on a legacy to the next generation. I use my knowledge of investing combined with the firm's expertise to help my clients achieve financial stability. I can unpack the technical jargon and bridge the gap from Wall Street to your street. My specialty is generating more income than is required to maintain my client's lifestyle.

I love the quote " If you love what you do, you will never work a day in your life". I love my job and enjoy providing a meaningful service to successful professionals, families, retirees and individuals looking to prepare for retirement. My goal for my clients is to transform their goals and dreams into their realities. With my team of Eric Gonzalez and Lisa Gintz, we strive to give the best client experience by being proactive rather than reactive.

My wife and I reside in the area, were born and raised here and have also raised our two sons to treat others with respect and to go the extra mile in everything they do. When I am not working, my wife and I like to travel, and I have a passion for golf.

Focus areas

  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Golfing
  • Photography
  • Music
  • Movies & Entertainment
  • Electronics

Office Information

Mailing Address

P O Box 190 Navarre, OH 44662

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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