I work closely with Wayne and Dave to develop, implement, and review our clients’ financial plans and investment strategies. Through my education and experience I help answer complicated planning questions, maintain client accounts and service requests, and advise on potential solutions.
Education and Certifications:
- CFP® - CERTIFIED FINANCIAL PLANNER™
- CLU® - Chartered Life Underwriter®
- Life, Variable, Accident & Health licensed
- Series 7 licensed
- The University of Akron, B.S/B.A. in Finance
Outside of Work, You'll Find Me:
- Spending time with my wife and children
“It’s better to go slowly in the right direction than go speeding off in the wrong direction” – Simon Sinek
I have been riding motorcycles since age 14.