As a member of the financial services industry for the past decade, I provide holistic financial assessments and portfolio creation for family, friends, clients and small businesses throughout the Cincinnati area and beyond.
The driving force behind my business strategy is to have a positive impact on my clients’ financial futures. I utilize my experience and creativity to offer personalized service with a long-term approach and fresh thinking to help my clients:
- Save and invest for retirement, education and other life events
- Create retirement income strategies
- Protect the ones they love
- Establish their legacy
As a transition specialist with Merrill Lynch I became acutely aware of the dangers of poor, little or no financial strategizing. I assisted families suffering a recent loss of a loved one with moving the assets of the deceased to the correct parties (beneficiaries, estates, trusts, etc.), and advising those parties on those transitional assets.
I would often see people left unclear or unaware of the financial repercussions of a loved one or business partner passing away. They would often be forced, in a state of distress, to deal with potentially complex and costly decision-making scenarios, in addition to planning funerals and final arrangements.
These experiences have left me sensitive to the needs of others. Also, my past experiences have strengthened my desire to help others by providing an opportunity to better their financial future.
When not in the office, I enjoy time with my wife, three kids, and our bulldog “Sir Fig Newton”. After over 20 years of playing guitar, I still play every chance I can. I look forward to teaching my oldest to play piano! Combat sports are a passion of mine, in fact, I have taken up the martial art of Brazilian Jiu Jitsu and humbly look forward to the physical and mental challenges the art presents.