As an Wealth Manager, I work with my clients to make sound financial decisions that factor the unique considerations they face. As a firm Principal, I work with our team to ensure we deliver the best possible services and experience for our clients. I also lead the branding, marketing, and growth strategies for our firm.

Personal Mission

To live a rewarding life that my wife and kids are proud of.

What I Love About PDS

We all want to use our unique skill and expertise to help someone, and PDS allows me to do just that for my clients, and we have fun doing it.

Education

  • BS in Business specializing in Accounting & Finance from Miami University

Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Recognitions

  • Executive Board Member, Ohio Society of CPAs
  • Board of Governors, The Dublin Community Foundation
  • Graduate, Leadership Dublin

About Me

One day, the neighbor boy asked my son if I was a professional golfer since he always sees me loading golf clubs into my car. Well, if you’ve ever played golf with me, you know this is certainly not the case! I do love golf, but I also love reading a good book, and passing it along to someone who I think might be interested when I’m done with it. And if there’s any time left, I offer my opinions on all things financial via my personal finance blog, WealthAdviceMadeSimple.

More importantly, I have the good fortune of coaching youth sports for my two kids, Evan and Caitlyn, who were given to me by my wonderful wife, Terri, who I have been married to for over 16 years (a Miami Merger). Since I like to control the music in the car, a typical playlist she is stuck listening to in the car will include Jimmy Buffett, Frank Sinatra, Louis Armstrong, Barenaked Ladies (the band), Bach, and Alabama. How’s that for a diverse mix?