Team Profile

As a Senior Vice President and Advisor Group Lead, I work with our advisors to provide them the support and resources needed to deliver comprehensive financial planning and asset management services to our clients. With nearly two decades’ experience in the financial services industry, it has been an honor to get to know my clients and their families as individuals with unique circumstances and objectives, and to help them set a course to achieve what matters most to them.

My focus is simple, to ensure that our advisors are properly positioned to help our clients achieve their financial goals across multiple generations. Clients can expect a passionate client advocate that values the trust they place in our team of advisors and the firm. In turn, I will strive to ensure that our team delivers sound advice and solutions that are tailored to meet their unique financial goals.

Professional Accreditations & Education

• Bachelor of Science in Finance, Miami University

Up Close

• Makes his home in Bainbridge, OH, with his wife, daughter, and two sons
• Enjoys spending time with his family
• Outside of the office, he enjoys golfing, biking, and hiking