As a Senior Advisor in the firm, my primary role involves growing our clientele, preparing and delivering advice to my individual and business owner clients.
My passion for this profession comes from witnessing firsthand, at a young age, the importance of the financial planning process, in particular the consequences of not having an estate plan. I vowed to educate as many folks as possible on the importance of coordinating the five areas of financial planning.
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 trackable strategies to reach their goals.
- Certified Financial Planner®
- Executive Certificate in Financial Planning— Xavier University (2019)
Corporate/Personal Finance, Fisher College of Business, The Ohio State University
I was born and raised in New Richmond, Ohio, the oldest of two to Scott and Mary. I was raised being active in all sports and lettered in golf, basketball and baseball while at New Richmond High School. Wanting to go big, I turned down offers to play baseball and basketball at the collegiate level to attend The Ohio State University where I studied Finance.
In January of 2020, I was inducted into the New Richmond High School Hall of Fame. I am very grateful and humbled to be mentioned in such a group of great athletes.
Residing close to downtown Cincinnati in Newport, my passion for fitness has only grown with age. If not in the gym, I’m probably on the golf course with friends and clients.
I enjoy traveling and learning different cultures, especially the array of foods. I’m an avid big game hunter. There is no bigger serenity than being in the woods alone as the sun and nature come alive in the morning. My dad and I frequently travel out West for mule deer, elk and antelope but my heart is hunting whitetail deer on our family farm!