I work with clients to help simplify the complexities with the goal of providing clarity in their financial lives. The measure of my success is determined directly by how well I understand my clients’ individual objectives and craft customized solutions to help them achieve what matters most to them.
Clients can expect a friendly and communicative experience. I am focused on creating clarity and a roadmap to fulfill client goals through the planning process. After graduating from the Certified Financial Planning track at the University of Akron with a minor in economics, I have made it my goal to have a positive impact on the financial wellbeing of each client I serve, offering my best to them in every encounter.
Professional Accreditations & Education
- Series 7, 24 & 66
- Bachelor of Business Administration, University of Akron (Focus in Financial Planning)
- Makes his home in Upper Arlington, OH
- Enjoys ice hockey (coach, player, podcaster and writer), has a passion for life-long learning (especially history), and exploring new places via food and beverage
- Created and facilitated a school-wide stock market game during the Great Recession