As the Investment Advisor I’m responsible for supporting the client/advisor relationship and ensuring the portfolio aligns with the client’s financial objective. In addition, I work in conjunction with the Chief Investment Officer for the refinement and implementation of the firm’s investment strategy.
Personal Mission
Listen with curiosity. Speak with honesty. Act with integrity.
What I Love About PDS
I really enjoy the collaboration amongst the team. It ensures we are providing our best recommendations to achieve the client’s goals.
Education
- Bachelor of Business Administration in Finance and Economics from Ohio University.
About Me:
I grew up in Cincinnati and I’m an avid Cincinnati sports fan (Who Dey!). I enjoy traveling, trying new restaurants and spending time with family and friends. Golf is my favorite hobby and I try to get out on the course any chance I get. My wife Jessie and I were married in 2020. In the fall you can find us cheering on the Buckeyes at the Horseshoe or rooting for the Bengals at Paul Brown Stadium.