With nearly 20 years of High Net Worth client experience, I am responsible for building customized investment portfolios tailored to Cornerstone Retirement Advisor’s (CRA) client’s objectives. My primary role is to uncover and research new investment opportunities attempting to enhance potential returns and increase income while helping to ensure appropriate levels of risk. Working in conjunction with my colleagues at CRA, we use forward-looking capital markets assumptions to help our clients envision their future and design a plan in helping them increase their Income, grow assets for their Lifestyle and conserve those assets for the Legacy they’ve built. Life Balanced. Invested.
Originally from Virginia, I earned a BS in Finance from Virginia Tech University, Blacksburg, VA. Beginning my investment career with Deutsche Bank Securities in Baltimore, MD, I took an opportunity to grow my skills and moved within the company to Chicago, IL. Here I gained valuable experience in private wealth management, private bank lending, and securities trading. I continued my work with Deutsche Bank eventually merging into Alex Brown, a division of Raymond James. Looking to move closer to family, my wife, Laura, and I choose to make Cincinnati our home, where we currently reside with our two children (Ella Bea & Wesley), dog (Pepper), and cat (Maia).
Currently serving as Chief Investment Officer with Cornerstone Retirement Advisors I am excited for the opportunities ahead in helping clients invest and preserve their accumulated financial assets while guiding them in education planning and liability management. Placing my roots in the Village of Mariemont you can find me coaching children’s t-ball, playing softball, and trying my green thumb at vegetable gardening.