I am an independent wealth manager and insurance adviser that utilizes a multitude of different strategies to help people, families, and businesses accomplish their goals.
I take time to know my clients, listen to them, and ultimately teach them how money works. My goal is to provide clear and easy to understand analysis of my clients current financial position, and help develop a financial road map for success.
Remember, "People don't plan to fail, they simply fail to plan." That's why I'm here, to be an advisor and advocate that cares about you, my client, and to help you plan.
I grew up in Northeast Ohio and graduated from Orange High School in 2002. I attended the University of Kansas, and graduated in 2006 with a communication studies major and economics concentration. I enjoy spending time with family and friends, and play all sports. Former #1 ranked tennis player in Northeast Ohio, 2002.
References available upon request.