I will never forget the first family that entrusted me with what is most important to them. They didn't just invite me to look at their financial situation - they invited me to be a lifetime partner to their loved ones. Your trust is what humbles and motivates me each day.

I've always had a heart to serve and a desire to educate.
I believe in the mission of my work. I have experienced the turmoil that is caused when families experience a shortfall in their retirement, or don't plan well for the unexpected. My goal, to be the person to save families from that pain, to use my education and experience for the betterment of our community.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

My wife, Taylor, and I have six children. Our oldest, Hailey, is currently attending college at Bowling Green State University. Our second oldest, Riley, is a sophomore in high school. Our daughter, Brynnan, and son, Mathew, are students at Walnut Creek Elementary, while daughter, Allison, and son, Luke, are patiently waiting for their elementary school experiences. We can often be found enjoying the nature of Alum Creek State Park.

Focus areas

  • Business Retirement Plans
  • College Savings
  • Divorce Finances
  • Retirement Income Strategies
  • Employee Stock Options
  • Portfolio Reviews

Office Information

Office Address

465 N Cleveland Ave Suite 120 Westerville, OH 43082

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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