I am a dedicated financial planner with a passion for helping individuals and families build confident financial futures. I earned my Bachelor of Business Administration in Finance and Entrepreneurship from Ohio University in 2014, laying the foundation for a career focused on strategic financial guidance.
I began my career as a mortgage loan officer, where I worked from 2014 to 2021. This experience gave me a deep understanding of lending, credit, and long-term financial planning. In 2021, I transitioned into financial planning, where I further expanded my expertise by obtaining my Series 7 and Series 66 registrations. Today, I work closely with clients to develop personalized strategies to help them grow, protect, and enjoy their wealth.
I live in Fairview Park with my wife, Hannah, and our two daughters, Daisy and June. Outside of work, I enjoy spending time with family and friends, golfing, and skiing in the winter.