Graduate of Miami (OH) University
Joined Financial Design Group in 2000
Series 6,7, & 66 Registrations held with LPL Financial
Member of the Society of Financial Service Professionals
As a financial advisor, my mission is to make a meaningful difference in the lives of my clients and their families and to develop long-term relationships based on value and mutual respect. I strive to do this by providing uncompromising ethical standards and service delivered with excellence and integrity.
As with most things worthwhile, the key to achieving one’s long-term financial goals is preparation, however, most people do not have the time, knowledge, or desire to research and understand all aspects of their money and can benefit from the services of a qualified professional to guide them.
My areas of specialty include:
- Investment and Portfolio Management Services
- Retirement Income Strategies
- Life Insurance and Annuities
- Disability and Long-Term Care Insurance
- Comprehensive Financial Planning
- 401(k) Plan Services
- Asset Allocation and Risk Management
- Business Transition and Succession Strategies
- Personal Estate Planning
- Family Wealth Counseling
- Charitable Giving Strategies
- “Personal CFO” Services
My priorities are my faith, family, friends, clients, and career. I am actively involved with Five Lakes Church and support various missions and ministries both financially and with my time. I have also served as an officer and/or board member of several professional and charitable organizations.
My wife, Kathleen, and I reside in Sylvania, Ohio with our son J.D. I enjoy “lake life”, boating, fishing, hunting, and spending time outdoors with my family.
At Financial Design Group we pride ourselves on our “Legacy of Loyalty” to our clients. We are committed to providing individualized, intelligent, long-term strategies to help solve your personal challenges and provide you real solutions that can deliver a sense of security for generations to come.
Asset allocation does not ensure a profit of protect against a loss.