Member of the team since 2023
Resident of Killbuck, Ohio
“Client service is one of the most essential things in this business. Building great relationships with clients and helping them accomplish their goals is what I enjoy the most about this job.”
Topics or areas of expertise:
- Asset Management
- Retirement Planning
Education
- West Holmes High School
- Bachelor’s Degree in Accounting and Finance from Ashland University
- CERTIFIED FINANCIAL PLANNER® professional
- FINRA Series 65 Investment Adviser Law Registration
When he's not in the office you can find him:
- Playing Golf
- Snowboarding
- Keeping up with professional sports, especially the Cleveland Browns
- Watching OSU football
What’s the biggest lesson you’ve ever learned?
It’s not all about yourself. If you are willing to see the world from others' perspectives, you’d be amazed at what you find.
What is one goal you'd like to accomplish?
I'd like to see as much of the world as I can.
If you had to describe yourself using three words, what would they be?
Adaptable, Driven, Realistic