I am a Portfolio Manager for investment advisory services, and lead contact person for institutional mutual fund and exchange traded fund (ETF) relationships.

Personal Motto

Enjoy life’s adventure by being curious, exploring, having fun, and always taking time to laugh.

What I Love About PDS

After 15 years at a large, multinational bank primarily offering proprietary products and services, I love being able to advise our clients with the same recommendations I use to manage my family’s and friends’ personal finances.

Education

  • BSBA from Ashland University; graduated cum laude
  • MBA with concentrations in Finance, Economics, Accounting, and Managerial & Organizational Behavior from the University of Chicago Booth School of Business

About Me:

As a nostalgic 80’s kid, I still love Star Wars, comic books, and all things Disney. I’m also an avid NFL fan who won numerous prizes in an online athlete stock market site. Along with my wife of 15+ years, Kathy, we have 2 young boys, Adam and Dean, who I have successfully indoctrinated to have similar interests (and they might finally become Browns fans). When we’re not planning our next Disney World vacation, we can be found riding our bikes to area playgrounds, hiking, or visiting the library, Columbus Zoo, COSI, or arts and music events. We also enjoy our annual summer getaway to Lakeside, OH.

I’ve been listening to podcasts since 2006 (before they were cool) and enjoy both forms of music: Rock and Roll, from legends like Chuck Berry and Dick Dale to my 80’s favorites Huey Lewis & the News and Hall & Oates, to various alternative and grunge bands from the 90’s.