Stuart’s 20+ years in the financial services business allows him to provide comprehensive wealth management solutions. As a Financial Consultant, Stuart focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
Stuart became a licensed financial advisor in 1994 and has guiding people to their financial goals ever since. Stuart is a 1993 graduate from The College of Wooster with a Bachelor’s Degree in Urban Studies. In 2004, he earned the designation of CERTIFIED FINANCIAL PLANNER™ Practitioner after completing the Personal Financial Planning program at The College for Financial Planning. Currently, he is working to obtain his RICP® (Retirement Income Certified Professional®) designation through The American College. Stuart continues to grow professionally by utilizing services such as Peak Advisors and Strategic Coach. Stuart is very proud to have been named to the Raymond James Executive Council** from 2007 to 2017.
Stuart and his wife, Kim, are in the throes of life with their active family. They all enjoy cheering on the Ohio Bobcats and following the team when they can. Their daughter, Elizabeth enjoys acting and singing, art and playing volleyball. Their twins, Sam and Jake play just about any sport that comes along. They all enjoy the little down time at home with their four legged family member, Ginger. Stuart and Kim believe in giving back to the community and are involved in many organizations in the area, including Rotary, Sandlot Baseball, and the Financial Planning Association. Stuart's hobbies include golf and traveling with his family. He also enjoys coaching and assisting with his children’s athletic endeavors. They are members of the First Presbyterian Church.
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
**Membership is based on prior fiscal year production. Re-qualification is required annually, since prior membership is no assurance of future membership. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.