I am a graduate of Miami University, a proud father of one daughter and caretaker to a couple of spunky pups.
I take pride in utilizing a wholistic planning approach with my clients. I ask many questions and rely on the answers to choose an optimal strategy for my clients' financial needs.
Retirement planning, wealth management, and legacy planning are areas of specialization.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.