I partner with you to tailor personalized strategies to help achieve the unique and specific goals that we develop together. Whether your objective is having a comfortable and dignified retirement, saving for a loved one's education, developing a legacy for future generations or simply taking the next family vacation, I take the time to identify what's most important to you and use an established process to develop a strategy to help you achieve it. I can also work in tandem with your tax professionals and estate planning attorneys to ensure a holistic approach to your financial needs.

My clients appreciate the time that I take to educate them about the strategies and investments we will use to help achieve what's most important to them. They find that the more they understand what we are doing and why, the more comfortable they feel when making decisions for their financial future.

I graduated in 2012 from Northwood University in Midland, MI majoring in accounting, marketing and management. At Northwood, I ran varsity cross country and track and field, and was highly active in our school's chapter of the NCAA Student-Athlete Advisory Committee. My fiancée, Becky, and I are fixing up a historic house in downtown Dayton and enjoy running, cycling and traveling, as well as exploring the community for new dining and cultural experiences.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • College Savings

My Personal Interests

  • Cooking
  • Spending Time with Family
  • Personal Fitness
  • Home Improvement
  • Traveling

Office Information

Office Address

3171 Beaver Vu Drive Suite E Beavercreek, OH 45434

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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