As a Financial Advisor I believe my purpose is to help people be good stewards of their financial blessings.   I bring years of management and financial training to help deliver that goal and our firm uses seven core values to measure your progress.  Finances should not be intimidating for people and I place a focus on making the process enjoyable and occasionally fun.  Ultimately, I want to make your finances a source of security and remove any anxiety that holds you back.

In addition to providing investment and financial guidance I have earned my Enrolled Agent credential from the IRS and I offer tax preparation as a service to our clients.

Family:  I am married to my wife, Lauren, since 2013.  Together we have two daughters, Charleigh and Lucy.  I am also a step dad to Micah.  Together we all live in Westerville where I have been a resident since 2000.

Faith:  I was raised Catholic while growing up in Boardman, Ohio a suburb of Youngstown.  Once I left to attend college at Ohio State I became a holiday only church attender.  That continued until 2008 when I found Lifepoint church which ignited my desire to know Christ and I was baptized a Christian.  I helped to plant the Lifepoint church located in Westerville and you can find me there on Sundays.

Fun: I try to keep active through weight training and boxing classes.  I like to contribute my time to serving others so look for me at community events and at church.  I am a huge science fiction and comic book nerd.