Hello there! Here’s my story. I grew up in Canton, Ohio as the 8th child in a string of ten. You’re right, I am Catholic. In this environment you learned discipline, living within your means, save first, spend second, and hand me downs were okay. My father was a majority owner of a window and door company. Early on, my mother worked at Ohio Bell telephone company until the siblings started arriving. She was the best mom ever.

I started my career in 1982 working with Aetna, after I attended a recruiting seminar where I ran into a long-lost cousin and one of my brother’s high school friends. In 1998, I joined Lincoln Financial Advisors to deliver financial planning-based services where the financial plan leads the way for my clients to pursue their goals. When you think about all the parts to be accomplished, many people have difficulty completing them. People hire us to get things done. There is nothing more rewarding than having a client tell me I had a major impact in their ability to pursue and maintain their financial goals.

We specialize in helping contractors and individuals with a high net worth reduce their current taxes, manage their investments, and efficiently transfer their businesses, and wealth to their children and their grandchildren. Our unique planning approach allows us to analyze critical information and eliminate the guesswork so you can focus on your future. 

I graduated from Western Governor’s University with a Bachelor of Science in Marketing Management.

I live in Westerville with my wife of many years. We have two daughters, five granddaughters and a recent grandson. I am a lucky, thankful man. My hobbies include golfing, fishing (catching…not waiting 3 hours for a nibble) and I am a die-hard Browns fan. My goal is to go see the Browns at the Superbowl. Hey, it might happen?

Designations & Licenses:  CHFC®, CLU®, CBEC®, Series 7, Series 66 through LPL Financial