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Here to act in your best interests

About me

I graduated from The Ohio State University with a Civil Engineering degree in 1994, attained my MBA in 2001 and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2012. My career evolved from insurance risk management into financial planning, as I believe it’s my mission to equip people to retire with financial stability. Outside of work, I enjoy spending time with my family, serving at my church and rooting for the Columbus Blue Jackets.



Certified in Blockchain and Digital Assets℠


Bachelor of Science, Civil Engineering - The Ohio State University

Master of Business Administration - Capital University

Visit one of our Locations

Columbus I - Columbus

8800 Lyra Drive

Suite 220

Columbus, OH 43240

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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