As a Wealth Planner, my role is to help new and existing PDS clients set and achieve their financial goals with clarity, confidence and peace of mind.

Personal Mission

Strive to make today better than yesterday for my family, friends, clients, and co-workers through continuous improvement and excellence.

What I Love About PDS

There is nothing better than helping someone reach a goal that they once thought was impossible to achieve!

Education

  • BAA in Entrepreneurship with a double minor in Marketing and Commercial Recreation from Central Michigan University

Certifications

  • CERTIFIED FINANCIAL PLANNER™ (or CFP®)

About Me:

My wife Abbey and I have been married since 2005 and have two very active boys, Preston and Noah. When we aren’t working or going to a sports practice somewhere, you will probably find us at the local pool or Top Golf (where I reign as king, just ask Jamie!). We are originally from northwest Ohio (Delta) and moved to Lewis Center in 2015.

During the winter months in my spare time, I coach the Olentangy Liberty Youth wrestling team. During the spring, summer and fall you will hear me cheering for my favorite teams, the Chicago Cubs and Chicago Bears!