When you call your broker, do you ever wish you knew who was going to answer the phone? Do you wish you had someone to help you organize, strategize and make sure you’re asking all the right questions? Are you looking for someone who will partner with you to help make sense of current news and events and how they might impact your goals?

My clients have come to expect personal service, a long-term relationship and someone who works with them to understand their complete wealth planning needs so they can focus on family, friends and strengthening their communities.

We begin by getting to know what’s most important to you and your family and what you want your future, or your legacy, to look like. We use an established process to help you identify, execute and monitor your unique financial strategy.

I enjoy my work, especially working in partnership with my branch team to be there when you need us most. I have a deep passion for helping families get organized, properly invested and on course to executing their plans. With over 14 years of experience, I have had the good fortune to work with hundreds of families, through good times and not-so-good times. If you are interested in finding out what this experience might mean for you, please reach out to schedule a complimentary meeting. We can meet virtually using technology like Zoom or WebEx.

In addition to work, my wife and I are committed to family and service to our community. We were foster parents for 10 years in Montgomery County, Ohio. We are both involved in our local Rotary Club, our church and a number of non-profit boards.

When not working, our family of eight loves to garden, travel and go to the theater. In addition to spending time with family, I also like to occasionally escape to a golf course during the summer months or a curling house during the cooler times of the year.

Call or email to connect. 937.382.7779 | [email protected]

Focus areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Intergenerational Planning
  • LGBT Finances
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Reading
  • Community Outreach
  • Golfing
  • Curling

Office Information

Office Address

28 East Locust Street Wilmington, OH 45177

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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