As a Portfolio Analyst, I work with Kurt and Tom 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 fiancée Liz trying to tire out our crazy dog Charlie so he doesn’t wake up at 3am wanting to play. 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 the peacefulness of going fishing, walking around with my camera, or writing for my investment centric blog, Liz and I are getting married in early August in Asheville, NC and we could not be more excited.