Working within our firm’s Wealth Management practice, I help clients define, monitor, and achieve their financial goals. Clients appreciate my guidance on navigating uncertain market environments, formulating investment policies and strategies, determining portfolio allocations, analyzing cash flows, developing savings behaviors, implementing debt reduction strategies, minimizing income taxes, and maximizing net worth.
I belong to the Certified Financial Planner Board of Standards, Inc. and German Village Society. I graduated from Miami University’s Farmer School of Business with a B.S. in business and finance.
Outside of work, I enjoy spending time with my wife, family, and friends. I also enjoy staying active with outdoor activities such as golfing, skiing, and cycling.
