I began my career in the Financial Services industry in 1981 as a life insurance agent. I joined Preston Financial Group in 1991 and affiliated with Financial Design Group after the firms merged in 2004. My main focus is helping families and small businesses in the following areas:
- Retirement Planning Strategies
- Retirement Planning Strategies
- Investment and Portfolio Management
- Life Insurance, Disability Insurance and Annuities
- Long-Term Care Strategies
- Employer-Sponsored Retirement Programs
I live in Cincinnati with my wife, Teresa, and have 3 adult children, Michelle, Maggie and Charlie. In my free time, I enjoy spending time with family and friends, travel, golf and supporting the Reds, Bengals and Xavier Musketeers.
- Graduate of St. Xavier High School (1977)
- Graduate of Xavier University (1981)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- National Association of Insurance and Financial Professionals
- Series 6, 7, and 63 registrations held through LPL Financial
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.