My Philosophy

I believe the best financial relationships are built over time, through trust, communication, and a shared understanding of what you’re working toward. Rather than simply handing you a plan and telling you what to do, I want us to build it together—staying focused on the bigger picture and making thoughtful decisions along the way. My goal is to be someone you can turn to through every stage of life, helping you make decisions today that support the future you want tomorrow.

Who I Help

I work with young professionals and families who are building their financial lives and want someone they can turn to as those lives evolve. Whether it’s figuring out where to start with saving, buying a first home, growing a family, changing careers, or eventually preparing for retirement, I believe having someone in your corner along the way can make a big difference. My goal is to build a relationship that grows with you—not just help with one financial decision, but be there to help you navigate the many decisions that come with building a life and a future.

Why I Became a Financial Advisor

My grandfather spent most of his career as a butcher. He wasn’t a high earner, but by investing for the long run and making smart decisions along the way, he built real wealth and is now enjoying a comfortable retirement. Watching that, combined with an investing class that hooked me on finance in high school, is what led me to this career. I want to help people build that same kind of security, no matter where they’re starting from.

Outside the Office

I grew up in Bainbridge, Ohio and attended Kenston High School, so I’m proud to serve clients in the same community that raised me. I’m an Eagle Scout, and outside the office you’ll find me cheering on Cleveland sports, on the golf course, or spending time with friends and family.

Credentials & Experience

• BBA, Kent State University