Having served in a variety of roles within the financial services industry, I’ve found that my passion lies with client service. I strive to be a reliable, efficient, and trustworthy resource to clients and advisors, going above and beyond expectations to deliver excellent service. Clients can expect friendly and upbeat interactions, quick resolution to questions and concerns, and open, consistent, communication.
I work closely with advisors and clients, striving to provide support and service for an exceptional client experience. I find a great deal of satisfaction in helping clients achieve their individual financial goals.
Professional Accreditations & Education
- Kent State University – Bachelor of Business Administration in Finance
- Series 7 Registration (active)
- Makes his home in Stow, OH
- Enjoys spending time with family and friends, exercising with his dog and the outdoors
- Plays the piano