I worked in law enforcement and addiction counseling in my hometown of Zanesville, Ohio. I worked hard to help improve the community. Strong communities start with strong individuals, families and businesses.

I launched my business with Edward Jones at the start of a global pandemic, a time of great uncertainty. I focus on retirement planning and tax planning for individuals and business owners.

Our clients appreciate our established process to define and achieve their financial goals.

1. Evaluate where you are today.
2. Discuss where you would like to be.
3. Determine if you can get there.
4. Create the strategy.
5. Keep you on track when life happens.

We help our clients retire on their terms.

When I am not crafting retirement strategies, you may find me hiking in national and state parks with my family or waiting for the Cleveland Browns to win a Super Bowl.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Backpacking
  • Camping
  • Community Outreach
  • Football
  • Health & Nutrition

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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