Thanks to my grandfather's guidance, I have been investing since I was a child. Whether it was baseball or business acumen, I will be forever grateful for all the great things that he introduced into my life. My passion now resides in passing along some of those lessons to my clients and helping change their lives as well.

At Edward Jones, I'm honored to be able to partner with my clients on so many of the strategies that helped me begin growing my own wealth from a young age. The greatest part of my job is dreaming with my clients about their retirement goals and then implementing strategies that can help make them a reality. Each strategy I offer, and every solution I recommend, are crafted based on those individual dreams. In navigating clients towards these goals, I have made the most impact with young families, small business owners, retirees and career changers.

Another passion engrained in me early on was love of my family and where I grew up. I'm so proud to serve the community in which I was raised. My wife, Emily, teaches first grade at J.F. Burns where we both completed grade school and where our children, Allison and Crosley, now attend. I'm involved in sports and coaching and even helped start the lacrosse program at Kings High School while I attended there.

In our free time, you might run into our family at Reds and FC Cincinnati games. We also love hiking at the Cincinnati Nature center and seeing all the great exhibits at the Cincinnati Zoo and Museum Center.

Focus areas

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

My Personal Interests

  • Art & Theater
  • Animal Rescue
  • Coaching Sports
  • Community Outreach
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 07:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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