I work extensively with high-net-worth individuals and families. In serving as my clients’ personal CFO, I’m able to help them define, monitor, and achieve their financial goals and objectives.
My specialties include financial planning, investment policy development, and tax-efficient portfolio construction, as well as consultation and implementation of advanced wealth transfer strategies.
Having the opportunity to work with families and help them achieve their financial goals is what drew me to this career. I enjoy focusing on each client’s specific needs to ensure we’re able to provide them with the highest level of professional service.
I received my B.S. in finance from the University of Dayton.
Outside of work, I enjoy golfing and spending as much quality time with friends and family that I can.
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.