As the Wealth Manager I help new and existing PDS clients simplify their finances by providing objective advice and ongoing communication to help make informed decisions.
To be present, kind and positively impact the lives of my family and friends.
What I Love About PDS
We help you simplify your financial life so you can spend more time on what is truly important and meaningful. We do this by providing objective advice and ongoing communication to help you solve problems and achieve a rich life, however you define it.
- A.B. in Psychology from Princeton University
- CERTIFIED FINANCIAL PLANNER™ (or CFP®)
- Upper Arlington Rotary
Growing up in Columbus, I enjoyed figuring out systems that could help me improve academically, athletically and socially. More importantly, I always enjoyed sharing the systems that worked for me to help those I care about. I studied economics in college knowing I would get into finance, but majored in psychology when I found it to be embedded in everything we do. I am fascinated by how we think and why we do the things we do.
My wife Cookie and I have been together since 2006 and we have three beautiful kids – Mac, Bailey and James. We also have an overprotective Westie named Buckley. Outside the office, I enjoy spending time with family and friends, traveling and staying active. I love playing sports and being part of a team. I played football in college and believe the lessons I learned being part of a team have served me well in all areas of life.