When I graduated from Miami University with a Bachelor’s degree in Business, I started out working as a product manager for a division of Black and Decker. After spending nine years in that industry, I knew it was time for a change, and found my way to the finance industry. It’s a career choice that has now lasted for over thirty years, and that I continue to enjoy doing every day.
I began my career as a financial advisor in 1993, when I joined Prudential Securities in Columbus. I spent thirteen years there, building a diverse clientele of individuals, business owners, and retirees before I joined Smith Barney in 2005. In 2018, I joined Slates Wealth Management Group of Wells Fargo Advisors, which became part of Northpointe Wealth Management in 2022.
As an advisor, I focus on providing detailed, ongoing portfolio management of my clients’ investments. I work to provide recommendations that fit into their comprehensive investment strategies and help them achieve their individual goals. This can include everything from helping them finance a small business to enabling a new retiree to live out their retirement dreams. Few things are more satisfying to me than seeing a client reach their goal after working towards it for so long.
My wife, Lori, and I have been married since 1984 and have two adult children together, Sarah and Ben. I’ve been managing and organizing the Salvation Army Shooters for Food Event since 1996—an event that completely supports one of Central Ohio’s three food banks—and have also served on the St. Brenden’s Finance Committee. In my free time, I enjoy dog training and bird hunting in different places across the country.