With nearly a decade of experience as a Wealth Advisor, I have been helping individuals, families, and small businesses achieve financial clarity and success since 2015. With a specialty in complex financial and tax planning for households and a passion for helping small business owners, I work closely with my clients to ensure they feel confident in their financial futures.
Driven by the fundamentals of Servant Leadership, I transitioned into the financial industry and with the goal of helping anyone and everyone. Over the years, that ambition to serve has become more focused, yet the passion and drive to make a meaningful difference in others' lives has only grown stronger.
In January 2025, I proudly partnered with LPFG, bringing a wealth of experience to their esteemed team. In addition to pre-and post-retirement planning, I specialize in designing, implementing, and maintaining comprehensive retirement plans for small businesses, helping business owners and their teams build a secure retirement foundation.
Outside of my professional life, my wife Angie and I are proud parents to three amazing kids. Our household is filled with friendly competition with a passion for Cleveland sports – not to mention we are diehard Buckeye supporters. We enjoy getting outdoors to enjoy all the seasons Ohio has to offer (which includes time on Lake Erie), and when the opportunity presents itself, escaping to Michigan’s Upper Peninsula.