Helping people achieve financial freedom is my priority. As a financial advisor, I focus on helping individuals and their families implement comprehensive financial strategies to help achieve whatever goals they may have. Whether it's retirement planning, saving for college for kids or grandkids, or just trying to protect your financial future, we take the time needed to identify each goal and come up with a strategy to help achieve it. We also work with other professionals including CPAs, estate planning attorneys, and life insurance specialists to help take care of any additional needs you may have.

I received my Bachelor of Arts degree in finance from Wittenberg University in 2017 where I played football as well as coached. I hold my Life Accident and Health Insurance License, as well as FINRA 7 and 66 registrations. I am also a member of the Huber Heights Chamber of Commerce.

I have lived in the Dayton area my entire life. I went to high school in Tipp City, college at Wittenberg, and now run my office out of Vandalia. This place has been good to me, and now I am happy to have the opportunity and privilege to give back to the community. If you need help or have any questions related to your financial situation, please don't hesitate to reach out.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings
  • Wealth Strategies
  • New Investors
  • Portfolio Reviews

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