While studying finance at Ohio State, a professor made a statement that completely changed my career trajectory. He said that a majority of the country has no idea if they are saving enough for retirement, with many saving less than they need to achieve their financial objectives. I knew in that moment that I wanted to be part of the solution, so I became a financial advisor to help individual investors achieve their financial goals and dreams.

I know that there is no one-size-fits-all solution to investing, which is why I get to know our clients on a personal level before making investment recommendations. My team will learn about your background, investment experience, comfort level with risk, time horizon, individual goals and preferred investment strategies before ever making a recommendation.

Once I get to know you, we will work towards achieving many goals including but not limited to retirement planning, income security for retirees, education saving for a child or grandchild, or protecting the financial future of your loved ones.

With your goal in mind, I will work with our research team and state-of-the-art technology to create a tailored strategy that helps you achieve your financial needs, and we will review this strategy regularly to make adjustments as needed. I hope to earn the opportunity to serve you.

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Divorce Finances

My Personal Interests

  • Pets
  • Sports Enthusiast
  • Traveling
  • Spending Time with Family
  • Movies & Entertainment

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