Focus
My favorite aspect of being a Financial Advisor is the relationships I can develop with our clients. It is a great feeling to stand beside them and help create investment plans to address their needs throughout life.
Background and experience
My educational background includes earning my bachelor’s in business management from Ohio University.
I began my career in financial services at JPMorgan Chase Bank as a Banker then Licensed Banker, where I worked for 6 years prior to moving into an advisor role. After three years in that role, I joined Mike Nesselroad (Managing Partner) and Northpointe Wealth Management of Wells Fargo Advisors Financial Network.
As a Financial Advisor my main goal is to listen to the goals our clients want to accomplish and deliver planning strategies to help guide them as they navigate the financial side of life.
Away from the office
My wife and I have been married for 6 years and live just outside the town of Dresden, Ohio. We enjoy being active and spending time together outdoors on walks, and hikes.