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 School of Medicine and is a second year resident in Ophthalmology. Joshua graduated from Miami University in Oxford with a Bachelor degree in Finance and works at the Abercrombie and Fitch headquarters in Columbus, Ohio. Andrew is in his third year at Ohio University in Athens Ohio.
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.