I'm a former Division I athlete who brings the same focus and dedication to my clients that allowed me to excel on the baseball field.

As a financial advisor who has attained the Certified Financial Planner™ (CFP®) designation, I help a select group of former athletes, families and business owners plan to obtain financial freedom in order to live a work-optional lifestyle.

I specialize in planning for retirement, education around options with old 401ks, college savings and estate considerations.

I meet with my clients face-to-face or virtually and provide proactive guidance throughout the year. I help act as a client's financial and behavioral coach to hold them accountable to their goals and help them weather the emotional aspects of investing. I help clients save the time and energy it takes to manage their finances on their own and help take the guesswork out of their long-term plans. I have the support of a team of analysts at our home office dedicated to helping clients reach their financial goals.

I grew up in Cincinnati, Ohio before attending Kent State University on a baseball and academic scholarship. After graduating magna cum laude with a degree in finance and entrepreneurship, I spent two years as an equity trader at Edward Jones' home office in St. Louis. I have been helping individual investors ever since.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

My Personal Interests

  • Tennis
  • Traveling
  • Spending Time with Family
  • Baseball
  • Personal Fitness

Office Information

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 - 04:30PM
Sat Closed
Sun Closed

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