As Lead Portfolio Manager and Chair of the Investment Committee, I help our team make sound investment decisions that benefit our clients. As a principal, I oversee all compliance efforts to maintain our firm’s strong culture of compliance and standing with the SEC.

Personal Mission

Where there’s a will there’s a way.

What I Love About PDS

There is nothing more rewarding than making a positive impact on clients’ lives and seeing their long-term goals come to fruition.

Education

  • BSBA in Business specializing in Finance, Risk Management & Insurance from The Ohio State University Fisher College of Business

Certifications:

About Me:

When I’m not at work, I love spending time with my wife Megan, two-year old son Luca and golden retriever Benson. We enjoy the outdoors by taking long walks around Dublin, hacking our way around the golf course, or our annual trip to Lake Cumberland. I am also an avid Ohio State Buckeyes, Cleveland Browns and Cincinnati Reds fan. I currently serve on the board of directors for Neighborhood Services, Inc. and am a member of the CFA Society of Columbus and Financial Planning Association of Central Ohio.