As a wealth management partner, I serve as a personal CFO and trusted advisor to business owners, executives, and high-net-worth families, helping them navigate complex financial decisions with confidence. I collaborate with attorneys, accountants, bankers, and other trusted advisors to help ensure every facet of a client’s plan aligns with their vision for the future.
For nearly 15 years, I've had the privilege of guiding clients through some of life's most significant transitions, including business succession planning, retirement, estate planning, charitable giving, and major liquidity events. My clients count on me to provide objective, independent advice and practical guidance that keeps their goals, values, and priorities at the center of every decision. I enjoy uncovering planning opportunities and solving complex problems, but I believe financial planning is more than numbers. It's about helping people make confident decisions and achieve the goals that matter most to them and their families.
I graduated from the University of Dayton (Go Flyers!) with a B.S. in Finance and Accounting, a minor in International Business, and an MBA with a concentration in Finance. I currently serve on my parish’s finance council and am an active member of the Worthington Estate Planning Council and the Catholic Foundation.
Outside of work, you'll usually find me spending time with my wife and our three children, coaching youth sports, and enjoying all the surprises that come with raising a young family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
