As an Associate, Financial Advisor, I work closely with a team of Managing Advisors; assisting with project management to provide leverage to their current and prospective client relationships. Clients can expect timely and efficient responses to their requests, open and consistent communication, and a genuine care for unique goals and objectives.
My objective is to provide additional support to the team, allowing our Managing Advisors to focus more keenly on making a sizeable and measurable impact on the lives of their clients. I strive to provide the highest quality of work for our team, equipping them with all the necessary prep and resources needed to ultimately elevate the client experience.
Professional Accreditations & Education
- Bachelor of Science in Finance, University of Dayton (Concentration on Investment Management)
- Makes his home in North Royalton, OH
- Enjoys spending time with family and friends
- When he's not in the office, he can be found golfing, hiking, biking, and playing soccer