A Youngstown resident since 1969, and a Boardman High School 1980 graduate. I completed my Bachelors of Engineering in 1984 and in 2003 I completed my MBA degree from YSU. I received the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in December 2011.
In 1989 I began my financial securities career and for the past 28 years I have enjoyed providing professional financial counsel to my clients.
My wife Jane (also a Boardman High and YSU graduate) and I have three children. Kirsten received her MD from Georgetown University and is a corneal specialist fellow at Wake Forrest University. Joshua is a Miami University School of Business graduate and works as a Certified Treasury Professional for the headquarters of Wendy’s in Columbus, Ohio. Andrew is a graduate of Ohio University and is in his first year of his Masters of Anesthesia at Case Western Reserve University in Cleveland.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.