Shortly after graduating from The Ohio State University in 2008, I began serving clients in Titusville, FL as a financial advisor. The next year, I assumed responsibility for the firm's Vero Beach, FL office. I became involved in leadership roles within the firm while in Florida.

Our family returned to our hometown of Van Wert, OH, in 2012 to assume responsibility for another one of the firm's branch locations. Again, I served in various leadership positions within the firm, helping to train and develop some of the firm's newest financial advisors and grow the number of branch office locations in Ohio. In 2020, I was asked to lead 70 other branches as a regional leader and was named a general partner of the firm that same year.

Because of the trust of our clients, our business grew rapidly and in 2017, we brought two new financial advisors to Van Wert to help take care of client needs.

In 2021, our office grew again when we welcomed financial advisor Veronica Cuevas to the team to help serve clients.

In 2022, our team was invited to attend the Drucker's Council Conference – an event reserved for the firm's top branch teams as ranked by client service scores.

My wife, Whitney, and I have four children. We are involved with the Optimist Club of Van Wert and our local church. We enjoy chasing our kids around their activities, traveling and giving back to our community.

Our growing branch team comprised of Veronica Cuevas, Kendra Goodlin, Erika Wise, Stephanie Heppeard and George Scott and I really enjoy getting to know clients and understanding their goals in order to help them to develop a personalized strategy for their retirement.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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