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Here to act in your best interests
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.
CERTIFIED FINANCIAL PLANNER™
Bachelor of Arts, Florida International University
Visit one of our Locations
Columbus I - Columbus
8800 Lyra Drive
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 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 insight as well as our client service associates who can provide you with additional resources and support.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.