As a Portfolio Analyst, I work with Kurt and Kyle as part of the Investment Team to provide ongoing research, portfolio management, and client service.

Personal Mission

I want to help people; to make them feel comfortable and secure with their finances and investments.

What I Love About PDS

The work I do challenges me to learn and grow personally so I can provide the best service to help our team and, more importantly, our clients.


  • BS in Finance from The Ohio State University Fisher College of Business

About Me:

When I’m not at work, chances are I’m out on a long walk with my wife Liz trying to tire out our crazy dog Charlie so he doesn’t wake up at 3am. Once that’s been taken care of, you can usually find me checking up on the Buckeyes, the Browns, or the Indians. Even though I grew up in the Chicago area, I’ve stayed loyal to my roots. For better or for worse.

Aside from dogs and sports, I enjoy walking around with my camera and editing photos, riding my bike around the city, or strolling through German Village for an early morning coffee with Liz.