Member of the team since 2006
Resident of Macedonia, Ohio
" I adore helping individuals and highly successful entrepreneurs. After 30+ years, I get such great satisfaction seeing my efforts better lives!"
Topics or areas of expertise:
- Asset Management
- Efficiency through Alternative Investments
- Holistic Planning
- Charitable Giving and Estate Planning
- Family Office Needs
Education:
- Bachelor’s degree in business administration/finance from Akron University
- FINRA securities registrations: Series 7, 63 & 65
- Accident and health, variable annuity and life insurance licenses
- Accredited Investment Fiduciary®
Personal and Professional involvement:
- Executive Committee Member of the Akron Chapter of Ducks Unlimited
- Past founding officer and vice president of the Ohio Waterfowl Association
- Founder and president of the GreatLakesWaterfowler.com LLC
- Past featured speaker for Kent University, Kiwanis Club, and multiple charitable organizations
When he's not in the office you can find him:
- Spending time with his wife, Kathy, daughter, Ashley, and son, Hunter
- Hunting, fishing and spending time capturing memories in the great outdoors
- Writing for various outdoors publications
What’s the biggest lesson you’ve ever learned?
Treat people with great care and as you want to be treated.
Who has been most influential in your life?
My mother. She is a retired district manager from Avon. By example, she’s taught me so much about life, to include how to work with people, caring for their needs, and far more.
What are your hobbies?
My weekends are often spent exploring the outdoors and taking pictures. I’ve hunted in all but six states, and as far as we can tell, I’m the sixth person in the world to have harvested all North American waterfowl species. This is a list of 40+ geese, ducks, swans, cranes, etc. and is now referred to as the “North American Waterfowl Slam.”