A more personal approach
Building a financial plan is about more than numbers—it's about understanding what matters most to you, your family, and the life you've worked hard to create.
I work with individuals, families, and business owners who are approaching or living in retirement and want a more thoughtful, personalized approach to planning. Many of my clients value having a trusted ally who understands their full financial picture and is there to help guide decisions over time.
Interests
Family time with my wife and our three children is incredibly important to me. We prioritize meaningful experiences and travel that create lasting memories and a broader perspective.
I'm also deeply engaged in my community through church activities and parish initiatives, and I support education and philanthropy through my involvement with the Cincinnati St. Xavier High School Alumni Association.
Outside of work, I've always had a passion for hospitality. As a longtime foodie, I've explored that interest by becoming a certified specialty coffee roaster, pursuing sommelier training, and even working with a master Italian salami maker.
Education & Credentials
- Bachelor of Arts in Political Science, The Pennsylvania State University (University Park, PA)
- FINRA Series 7 and Series 66 Securities Registrations (2019)
- Life, Accident, Health, and Variable Annuities Insurance Licenses: AZ, CA, GA, HI, LA, MA, NM, OH, TX
- State Securities Licenses: AZ, CA, GA, HI, LA, MA, NM, OH, OK, TX
If you're looking for a more personal, relationship-driven approach to financial planning, the first step is simply a conversation.