It is my intention and hope to bring light, confidence, and clarity to the financial affairs of my clients. I strongly believe that business owners and individuals will fare better with the assistance of a competent and caring financial professional. I chose this profession as a means to help people and serve others. My process is founded on the principles of honesty, integrity, and relationships.
Our process starts with a candid conversation to answer any questions, identify needs, and prioritize goals to improve my client’s financial situation. During this process, I gain an understanding of any other professionals on their planning team and look to work in conjunction with them. I do not look to replace existing relationships that are working well.
We specialize in: Retirement income planning, tax efficiency strategies, business succession planning, insurance and investments, comprehensive healthcare planning for retirement, estate planning, executive carve out and benefits.
The vast majority of my professional experience includes a number of years in healthcare, long term care, and financial planning. As a seasoned veteran in the financial planning business and a certified financial fiduciary, our clients receive top notch advice, a fully customized financial plan, and ongoing education and high touch service.
A bit about me personally, I was born and raised in Kettering, OH and currently reside in Blue Ash, OH. I attended the University of North Carolina on a football scholarship and was a captain my senior year. Beyond that, I had a short stint in the NFL and one season playing Arena Football. I am actively involved in my church, and I enjoy cooking, fishing, exercise as well as spending time at Lake Cumberland with family and friends.
It is my hope to continue growing my business, serving others, and building relationships that last a lifetime.