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Here to act in your best interests

About me

I am passionate about helping Americans achieve their financial goals through comprehensive, ongoing financial planning. I love getting to know my clients and being a resource for them when they have questions about any aspect of their lives that involves a dollar sign. Outside of work I enjoy golfing, running and spending time with my wife, daughter, and our two cats and two dogs.




Bachelor of Arts, Florida International University

Visit one of our Locations

Columbus I - Columbus

8800 Lyra Drive

Suite 220

Columbus, OH 43240

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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