Our Team

As a Senior Financial Advisor, I partner with clients through an ongoing planning process that brings clarity and confidence to their financial lives. By asking the right questions and guiding intentional decisions, I help transform thoughtful planning into meaningful, lasting progress.

Personal Mission
To do work that matters, make an impact, and always stay curious.

What I Love About PDS
PDS puts people first; clients and team alike. I’m proud to be part of a firm that leads with advice, delivers team-based service, and operates with the kind of values-driven culture that creates real, long-term impact for the families we serve.

Education
Bachelor of Science in Financial Planning, The Ohio State University

Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)

About Me
I live in Powell, Ohio, with my wife, Leah, and our two daughters, Marlow and Hadley. We’re an active family that enjoys traveling together, usually to the shores of Lake Michigan in summer and the mountains in winter.

I grew up around the automotive industry and assumed I’d follow in those footsteps. But a college elective in personal finance opened my eyes to how little many people know about their own financial lives and how powerful the right guidance can be. That insight led me down a different path and ultimately to PDS.

My career has taken me from large institutions to boutique planning firms, giving me a broad perspective on how advice is delivered, as well as how it should be. I believe in building relationships rooted in trust, transparency, and proactive planning, not products.