As a Senior Financial Advisor, I hope to build a life-long relationship with my clients, standing side by side with them to help them make financial decisions that provide peace of mind so they can live their passions.
Personal Mission
Do at least one thing every day that makes you happy! Joy isn’t complicated and neither is hope. It’s simple and it’s everywhere!
What I Love About PDS
I’ve always known I wanted to work on a fee only, fiduciary basis, knowing the only thing that matters is what is best for the client. As an adjunct professor in financial planning, I’ve been able to help others learn about personal finance and grow into the profession. PDS provides a space for me to connect with clients while helping mentor the next generation of advisors.
Education
- MS & BS in Family Financial Management, Summa Cum Laude, with Honors and Distinction from The Ohio State University
Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Recognitions/Awards
- Outstanding Society Leader – The Ohio State University Alumni Association
- Consumer and Family Financial Services Advisory Board – The Ohio State University College of Education and Human Ecology
About Me:
My wife Laura and I are both from Cleveland and although hard to admit sometimes, we continue to support the Browns and Guardians. Having been in Columbus for the last 25 years with two degrees from Ohio State, I am also an avid Buckeyes fan and enjoy spending time watching the Columbus Crew.
Laura and I enjoy hiking and kayaking. We’ve hiked and camped in over 26 National Parks with Glacier, Arches and Yosemite topping out our top 3. We also enjoy finding new parks here in Ohio and will typically hike a few miles and find the nearest brewery to reward ourselves. Occasionally, you might catch me in a local community theater production or choir. We love our furry friends and take our golden retriever Porter everywhere with us.