When you call your financial advisor, do you know who is going to answer the phone? Do you wish you had someone to help you organize, prioritize, strategize and make sure you’re asking all the right questions? Are you looking for someone who will partner with you to talk about the current news and events and how they might impact your goals?

Our clients know we’ll be there when they need us. As a client, you can expect a long-term personal relationship with someone you can talk to, and someone who works with you to understand your unique financial and non-financial priorities so that you can focus on family, spending time with friends and strengthening your community. We’ll help you plan for the expected, prepare for the unexpected and position your portfolios for both.

Angie, my Senior Branch Office Administrator, and I have nearly 50 years of combined experience working with clients. We’ve served hundreds of families through good and challenging times. Our passion is helping you get organized, properly invested and on course to executing your plans, and protecting your goals.

I live in downtown Dayton with my wife and our six children, and Keiko, our family dog. The kids attend Dayton Public Schools and I'm a member of the Dayton Rotary Club. Last year, several of my Rotary friends and I spent five days riding our bicycles along the Missouri River on the Katy Trail. In 2023, my friends and I will participate in a number of local fundraising rides and we plan to pedal the Ohio-Erie Trail from Cincinnati to Cleveland in the late Summer/early Fall. At home, I'm planning to bring my square foot gardens back to life with our kids.

We want to know what's important to you and how you're balancing your own priorities. Do you have questions about helping your children afford education expenses? Do you want to travel more? Maybe your parents are aging, and you'd like to spend more time with them and are concerned about their long-term living arrangements while balancing your own needs? How will you impact your community or spend more time with family and friends during the next phase of living? We'd like to know what's on your mind, and we'd like to help you prioritize what's most important to you.

Let's chat. I'd be happy to meet in-person, over the phone or virtually.

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

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • College Savings
  • Insurance & Annuities
  • Socially Conscious Investing

My Personal Interests

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

Office Information

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 - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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