I grew up a military brat born in California. My father was a pilot in the Air Force so we moved around a bit to eventually find roots in Worthington, Ohio. I went to Ohio State University and quite honestly, had no idea what I wanted to do the rest of my life. I started as a business major, like most undecided undergrads, and in time realized I would not find fulfillment just working for a company. Then one day, I got lucky. My friend from school brought me to OSU’s FPA (Financial Planning Association) meeting. The combination of helping people pursue their life’s goals with an emphasis on financial planning would later become my passion. I soon changed my major to Consumer & Family Financial Services and the rest is history.

I predominantly work with construction contractors and high earning young professionals in the Ohio area.   My main focus is to help align my clients capital with what they actually want to do in life.  Guiding a financial road map for my clients to excel, with all the bumps along the way, is what gets me excited to go to work every day. 

In my spare time, I enjoy crushing my opponents in fantasy football (dynasty) & watching the Browns consistently disappoint me. I am a husband to my amazing wife Lee, a father to my 1.5 year old son (Graham), newborn daughter Quinn and dog dad to my golden retriever Penny.  I am constantly learning so you will likely find me listening to an audio book with a long list of books to be read.

Feel free to connect with me!

Designations & Licenses:  AAMS®, Series 7, Series 66 through LPL Financial,  Life