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Here to act in your best interests
As a financial planner since 2006, I do so much more than help my clients with their investments. I focus on what they hope to achieve and help them get there with a plan that enables them to work toward their long-term goals. Outside of work, I enjoy travelling to new destinations around the globe and listening to live music.
Certified Fund Specialist®
Bachelor of Arts, Wittenberg University
Visit one of our Locations
10100 Innovation Drive
Miamisburg, OH 45342
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.