In the financial markets since 2003.
Glad you made it here.
Below is more details of how we can work together.
Phone: (614) 824-6321
My father has been a stock broker for over 35 years, and as a five year old child, I grew up playing "stock broker" in my parents' basement with my two younger brothers. I'm living my dream and working in a career I enjoy.
I grew up in Columbus, OH, attended St. Andrew grade school, Bishop Watterson High School, and The Ohio State University Fisher College of Business.
I am dedicated to helping individuals and business owners find answers they are looking for when it comes to accumulation strategies, investments, and planning retirement income. Together, we look at some of the choices a person can make when deciding how to create retirement income. Then we look at the pros and cons of these decisions.
My job is to help you become aware of the different methods of funding retirement, investing, and spending money. I believe once a person has a grounded understanding of how retirement income streams work, they tend to feel much more confident with the financial planning decisions they make. This knowledge can help clients understand what products they prefer to use and how a particular product or strategy helps them achieve their goals in a way they prefer!
Hardin County Chamber of Commerce Presentation
Life in the Day of a Financial Advisor: Teaching BGSU Undergrads
Working through a Financial Coaching session
If interested in presentation, mentorship, or understanding your money, send me an email and let's connect.
You want to make your portfolio work for you to maximize its potential. There are strategies that can be done to enhance what you are currently doing. Book an appointment, virtually or in-person, to begin.
Want to take a look at Options? --
Start here. Let's get on the same page.
[ Did I mention it's a 30-minute conversation? ]