Meet Our Team

I have over 30 years of financial services experience specializing in financial/retirement planning, investment, estate planning and fiduciary account administration.  I earned my bachelor’s degree from Ohio State University and juris doctor from Capital University Law School.

I volunteer my time and expertise by serving on the Columbus Bar Association’s Estate Planning and Probate Committees, the Ohio State Bar Association’s Estate Planning, Trust and Probate Committee, the Nationwide Children’s Hospital Professional Advisors Committee, the Columbus Foundation Advisors Committee and the Dublin Coffman High School Girls Booster Club.

I am a Certified Financial Planner^TM with over 20 years of experience in the financial services industry. I graduated from Wittenberg University with a bachelor's degree and earned my MBA from Bowling Green State University.  I am a licensed Life, Health and Variable Annuity agent with Series 7 and 66 registrations held through LPL Financial.  I reside in Brownhelm Township with my wife and two sons.  I currently serve on the board of the Boys and Girls Club of Erie County, I am an active member in the Rotary Club of Sandusky, and coach my sons’ football, baseball and basketball teams.

I have over 18 years of experience in the financial services industry and attended the American College of Finance.

A Resident of Lawrenceburg, I served as a two-time Lawrenceburg Lions President and 12-year member, Board member of the Southeastern Indiana Regional Port Authority, Board Member of the Dearborn County Chamber Young Professionals, Chairperson of the Lawrenceburg Downtown Partnership and Board Member of the Southeast Indiana Chamber Foundation.