I was initially attracted to Raymond James because I felt it truly gave me the opportunity to advise clients without regard to any self-serving interest. I appreciate the ability to do what I think is right and guide clients in the direction I find is best for them. I specialize in consolidating assets for clients, and helping ensure their long-term financial well-being.
Previously a financial advisor with Edward Jones, I graduated from The Ohio State University’s Fisher College of Business. I earned my Accredited Asset Management SpecialistSM designation, completing a specialized course of study encompassing investments, insurance, tax, retirement, and estate planning issues. I am also currently completing a rigorous program to become a CERTIFIED FINANCIAL PLANNER™ professional. I adhere to standards of professional conduct and devote myself to continuing industry education.
I strive for my clients to view me as their planning partner, not just an advisor. In that regard, many of my client relationships have developed into great friendships, which I am thankful for. Valuing my loyalty, my clients know I will stand by their side no matter their need. Ultimately, I aspire for my clients to leave a legacy that they can be proud of and look back on how much they accomplished financially with their given resources. A passionate person, there is very little in my life that doesn’t have meaning, and I structure my life to give full attention to my commitments. A member of Hickory Hills Golf Club, I enjoy playing golf, as well as basketball and cycling.
Originally from Columbus, Ohio, I currently live in Upper Arlington with my wife Tiffany, daughter Taylor, and my son Kamden.