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Experience

Working in the wealth transfer practice, I advise high-net-worth individuals, families, and closely held business owners on insurance solutions, estate and gift tax planning, and buy-sell planning to design wealth management solutions that appropriately accomplish their goals and objectives. My clients appreciate that I help simplify and explain complex wealth transfer and asset protection strategies, while working to design solutions that meet their goals and objectives.

With nearly 15 years of experience, I help clients successfully transfer wealth by focusing not only on the tax and financial implications, but also on the impact of those involved. This is a rewarding career for me as I love having the ability to teach and help others.

I’m often asked to speak to other professionals and clients regarding the current estate tax environment and wealth transfer planning techniques. I received a B.S.B.A. in finance and a M.S.T. from the University of Akron. I belong to the Columbus Estate Planning Council.

When I’m not working with clients, I enjoy traveling, golfing, skiing, and spending time with friends and family.

 

Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 576-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.

 

FINRA: http://www.finra.org/

SIPC: http://www.sipc.org/

I once helped a little boy who was lost in Cleveland, only to realize I was being filmed with a hidden camera for a popular movie. I never signed the release, so I lost my chance to be famous!

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