Why I do what I do
Why I do what I do
I help successful families and business owners make wise financial decisions so they can live generously and leave a legacy.
I serve members in…
north-central Ohio, including Richland County and surrounding areas.
I can help you plan for life using a variety of tools, including…
life insurance, fixed and variable annuities, mutual funds, third-party managed portfolios that include stocks, bonds and ETFs, business benefits, and more.
I enjoy working with…
families and business owners who are intentional about their financial future and committed to aligning their resources with their values, priorities and long-term goals.
I attended…
North Central State College for my associate’s degree in business and finance, Mount Vernon Nazarene University for my bachelor’s degree in business, and Moody Theological Seminary for my master’s degree in biblical theology.
I am very proud of…
my wife's homemaking, tenacity and gentility in raising our kiddos, and useful marketplace skills.
Before Modern Woodmen, I…
served as a finance and human resources director for a multimillion-dollar organization, helping navigate significant financial challenges. I also founded and led a nonprofit focused on helping young adults thrive personally and professionally. These experiences deepened my passion for strategic planning, stewardship and leadership.
I chose Modern Woodmen because…
I can help individuals and businesses develop strategic plans to accomplish their goals. I believe in Modern Woodmen’s values, such as cultivating healthy families and communities that demonstrate integrity, excellence and generosity. I'm honored to be a part of this region’s superb team.
The best part of my career is…
helping clients gain clarity and confidence about their financial future and watching thoughtful plans turn into meaningful outcomes.
A favorite moment in my career was when…
I helped a local business owner bring greater structure, clarity and purpose to his business so it could create an even larger positive impact in our community.