Focus
I have always been interested in finance and the investing in stock market. I enjoy using my knowledge and experience to help people put planning and investment strategies in place to help them save for retirement and address their financial goals throughout their lives.
Background and experience
I earned my BA in personal and managerial communications from Ohio University and began my career in financial services at Western & Southern as a Financial Advisor. I continued to build my career at Chase JPMorgan and then PNC before joining Mike Nesselroad (Managing Principal) at Northpointe Wealth Management.
I bring over 15 years of experience and I pride myself on focusing on each person’s specific needs. My mission is to provide every client with targeted, comprehensive financial advice and investment management, delivered with the highest level of personal service and professional integrity.
Away from the office
In my free time I enjoy spending time with my wife Carrie – who is an artist and helping out at local events and functions to help the local art community grow. I also enjoy playing golf.