As a dedicated member of our firm’s Wealth Management practice, I’m committed to guiding clients through the intricacies of financial planning. My expertise lies in crafting tailored strategies that help individuals navigate volatile markets, establish robust investment policies, and optimize portfolio distributions. I excel in cash flow planning, analyzing executive compensation plans, fostering prudent saving habits, and implementing tactics to reduce income tax liabilities, with the goal of growing net worth.
I’m proud to be affiliated with the Certified Financial Planner Board of Standards, Inc. and the Investments and Wealth Institute. My academic foundation was laid at Miami University’s Farmer School of Business, where I earned a B.S. in business and finance.
When not immersed in financial landscapes, I cherish moments with my wife, family, and friends. My passion for the outdoors is reflected in my love for golf, skiing, hiking, and cycling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
