picture of a planner

Here to act in your best interests

About me

Since 1992, I’ve been working with my clients as their dedicated financial planner. Together we discuss their lifelong hopes and dreams, then create a livable plan that can help keep them on track to reach every one of their goals. Outside of work, I enjoy spending time boating with my family. I also like trying new restaurants and exploring unique flavors.


Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™


Bachelor of Science, Communications - Ohio University

Visit one of our Locations

Cincinnati - Florence (Appt Only)

7310 Turfway Road

Suite 550

Florence, KY 41042

Cincinnati I - Cincinnati

100 East Business Way

Summit Woods I Building, Suite 360

Cincinnati, OH 45241

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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