Member of the team since 2022
Resident of Carrollton, Ohio
“As a child, I always heard the phrase about never working a day in your life when you’re doing what you love. With me, I’ve always loved to help people whenever possible and to be a part of a team working towards a common goal. In the field of financial planning, it's my job to go above and beyond to build a successful team with my clients as we work to attain their financial goals. So, when you think about it, I am one incredibly lucky person because I never have to work!”
Able to assist clients with:
- Insurance planning
- Young adult wealth accumulation
- Pre-retirement planning
Education:
- Graduate of University of Mount Union with a double major in marketing and business management
- Graduate of University of the Basque Country in Bilbao, Spain
- FINRA securities registrations: Series 6, 7, 63, and 65
- Licensed health and life agent with the Ohio Department of Insurance
- Graduate of Leadership Tuscarawas
Professional involvement:
- Graduate of Leadership Stark County through the Canton Chamber of Commerce
- Member of Ystark! Young Professionals
- Member of Tau Pi Phi business honors society
When he's not in the office you can find him:
- Hiking and exploring cities
- Golfing
- Hunting
- Just getting outside in general!
What was your first job?
My first job was landscaping starting at 10 years old. It taught me a ton about work ethic and set me on a great path!
Who has been the most influential person in your life?
My dad. He’s taught me more lessons than I can begin to explain and I can never thank him enough for all that he has done for me. He raised me the old-school way and while I despised it during those young years, looking back on it, I wouldn’t have had it any other way.
What is one goal you'd like to accomplish?
I would love to backpack in Europe in the future. I studied abroad in Spain in college and the idea of doing El Camino de Santiago on foot has always been a goal for me since. It’s a trip that takes about 30 days on foot!