picture of a planner

Here to act in your best interests

About me

I started my career as a financial planner in 1999. I enjoy creating working relationships with my clients to help them build wealth and financial security for themselves and their loved ones. My spare time is spent on my many varied interests that range from golfing and hiking to computer programming and glassblowing.


Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™


Attended - Bowling Green State University

Visit one of our Locations


475 W. Dussel Drive

Maumee, OH 43537

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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