Philosophy:
Being a Financial Planner is one of the best jobs in the world. That’s because I get to help people from all walks of life prepare for their financial future, with the focal point of reducing stress and fears around money. Tell me what your goals are, and we’ll work to achieve them together. No matter what stage of life you're in, I will mitigate your financial challenges. So, whether you’re “Just Starting Out,” “Settling into Retirement,” or
somewhere in between, let’s discuss your current financial situation, goals and challenges. Together we’ll develop a plan to help you find solutions to your financial challenges and meet your goals.
About me:
I was born and raised in a small town between Bellefontaine and Marysville, OH. I then took off for Dayton where I completed my Bachelor's at Wright State University while also playing for their baseball team. I played for the Tri City Valleycats professional team before returning to Dayton where I still reside today with my wife, young son and two pups. I enjoy being active, being outdoors hunting, fishing, and camping, and am a diehard sports fan for The Ohio State Buckeyes, Cincinnati Reds and Bengals.
RICP conferred by The American College.