My Story
From a young age, I always wanted to find a way to help people with what is important to them. Financial planning allows me the opportunity to get to know someone’s goals, values and vision so that I can help them develop a road map to achieve what is important to them.
I work with clients to keep their goals and values at the center of their financial lives. Through life changes like starting a new job, getting married, buying that first home, welcoming a child or retiring after a long career, the plans that we put into place help shape what life looks like. This also gives us the ability to navigate the challenges of life like losing a job, loved one or illness.
Providing peace of mind through trusted financial planning and investment management is what motivates me each day.
Personal Information
Lives in Anderson Township with wife Megan and daughter Rosemary
Enjoys spending time with family, traveling and being outdoors
Passionate about exploring local restaurants and Cincinnati sports teams
Education & Accomplishments
B.A. in Finance from Miami University, 2019
Certified Financial Planner (CFP®), 2022
NAPFA Registered Financial Advisor, 2024
Miami University Club Football President, 2018
Miami University Commercial Banking Club Treasurer, 2018
Miami University Asset Management Club Treasurer, 2017