Focus
I am a CERTIFIED FINANCIAL PLANNER® practitioner that specializes in crafting tailored financial strategies for individuals and families to build and sustain multi-generational wealth. My goal is to simplify complex financial matters, allowing clients to focus on what truly matters to them while I manage their investment and planning needs.
Background and Experience
I am dedicated to addressing each client’s unique financial concerns by developing strategies that align with their specific goals and needs. With 14 years of experience in navigating major market shifts, I have committed my career to providing the personalized investment planning services that my clients deserve.
I began my career in investment and retirement planning in 2010 when I started honing in my fundamental financial knowledge. Since then, I have worked across various roles, refining my expertise in retirement planning, investment strategies, and risk management. In 2010, I earned a degree in Family Financial Services from The Ohio State University, which provided me with a solid foundation in financial principles. I have since become known for my ability to create comprehensive plans that not only grow existing wealth but also establish a legacy for future generations.
Away from the Office
I live with my wife, Megan, and our three children: Jack, our 5-year-old son; Olivia, our 12-year-old stepdaughter; and Jameson, our 14-year-old stepson. In my free time, I enjoy following current events and watching documentaries, hiking, and indulging in video games. I’m also an avid sports fan, cheering for the New York Yankees and The Ohio State Buckeyes. This blend of personal interests and family life helps me maintain a balanced perspective, which I bring to my professional practice.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member, SIPC. Any other referenced entity is separate from WFAFN.