As a financial advisor, I am focused on supporting my clients throughout their wealth journey. For more than 40 years, it has been my privilege to walk with families by providing comprehensive financial advisory, wealth management, and consulting services. The most rewarding aspect of this work is the deep relationship I am privileged to build with clients as we work together to accomplish their unique financial goals. I dedicate much of my time to consulting with entrepreneurs in the development of their wealth management and business planning strategies.
Professional Accreditations & Education
- Chartered Financial Consultant CHFC®
- Bachelor of Science in Accounting and Finance, The Ohio State University
- Makes his home in Powell, OH
- Enjoys golfing
- Enjoys spending time with his four grown children and two grandchildren