Why I do what I do
Why I do what I do
I strive to be more than a financial representative. My goal is to develop long-term, trusted relationships and tailor your financial plan so you have the freedom to pursue your dreams. My clients achieve the peace of mind that can only come from knowing they have prudently planned for their financial futures. Let me help you reach your financial goals - give me a call to get started!
I serve members in…
northern Ohio.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.
I enjoy working with…
everyone, from families just beginning life's journey to those approaching or in retirement. I have extensive experience working with farmers and small-business owners to solve the complex issues they face.
I attended…
Heidelberg University, where I earned my bachelor's degree, and Baldwin-Wallace College for my MBA degree.
I am very proud of…
being recognized by Modern Woodmen as member of the organization's top 10 financial services providers from 2012 to 2021.
The best part of my career is…
helping others plan for their financial futures.
