As Associate Advisor in the firm, my primary role involves developing financial plans and helping deliver advice to clients across the firm. I also have a key role in operations, introducing and training the team on new technology and software to improve our processes.
My passion for this profession is to help clients make smart financial decisions that will give them confidence to pursue their own passion and dreams.
By starting with a well-thought-out, evidence-based financial planning process, we establish a working relationship where clients clearly understand what fees they are paying, and what advice they are getting for that fee. This straightforward approach, coupled with our battle-tested Power of 5 Investing® system, allows me to coach clients through good markets and bad to make sure we have actionable strategies to reach their most cherished goals.
I was born and raised in Dayton, Ohio and attended Beavercreek City Schools. Growing up I was involved in many different sports playing baseball, basketball, football and soccer. Later in my career, my main focus was on baseball and was a two-year letterman at Beavercreek High School. After High School I moved to Cincinnati to attend University of Cincinnati, where I received a degree in Finance and Accounting from the Carl H. Lindner College of Business. I participated in the Co-Op program, where I held internships in the financial services industry. This ultimately led me down the career path I am on today.
When I am not servicing clients, I enjoy playing golf, exercising, and traveling to tropical destinations. I am an avid Cincinnati Bearcats and Cincinnati Reds fan.
- CERTIFIED FINANCIAL PLANNER™ (2019)
- Executive Certificate in Financial Planning - Xavier University (2019)
- BBA Finance, Accounting, University of Cincinnati