In the summers between my sixth and eighth grades, I was the right hand to a mid-60s neighbor. I did not know at that time that she was a multi-millionaire. At lunch every day, she would pull out the Wall Street Journal and talk about stocks and the economy. She taught me how money could be used to make money. I began investing in those years from money I made doing odd jobs for her and others in the countryside where I grew up.

I find myself involved in many aspects of the community. I've been on several charity boards and currently serve on the Owen's Community College Board of Trustees. I also served 10 years on Findlay's City Council. Serving others gives me great joy.

My work is my hobby. I'm doing what I love to do! I also love to help others learn about investing. The more you learn, the better decisions you can make. I view learning about investing as similar to boarding an airplane. The pilot has been trained, stays up to date and has the knowledge and experience to help you get to your destination in a safe and efficient way. That is my role for those that invest. I am a pilot. Sometimes there is turbulence, sometimes it's smooth, but the pilot has to plan and be prepared for whatever is encountered.

I like to work with those that value treating others the way you'd like to be treated, as the basis of relationships. It's my motto - if these views appeal to you, then give me a call!

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Wealth Strategies
  • Business Retirement Plans

My Personal Interests

  • Golfing
  • Traveling
  • Art & Theater
  • Fishing
  • Home Improvement

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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