I’ve spent over two decades helping individuals and families turn financial uncertainty into lasting wealth. Here’s what I’ve learned, and how I can put it to work for you.
I still remember the exact moment I knew this work was more than just a career.
It was 2009, the worst of the financial crisis. I was sitting across from a client whose portfolio had dropped nearly 40%. His hands were shaking as he slid a piece of paper across the table: a sell order for everything. He looked at me and said, “Just make it stop.”
I didn’t reach for the paperwork.
Not because I had a crystal ball, but because I’d studied what happens after moments like that. I’d seen fear win in the short term and patience win in the long run, every single time. Two years later, his portfolio had recovered. Four years after that, it had more than doubled.
That’s when I knew that what I do isn’t really about money. It’s about the peace of mind that comes when someone finally has a plan they can trust.
That’s what I’m here to give you.
What I bring to the table:
I don’t believe in cookie-cutter portfolios or one-size-fits-all advice. Every client I work with gets a strategy built around their life, their goals, their timeline, their comfort with risk, and what they’re actually trying to build.
I’m a certified Wealth Strategist & Investment Advisor based in Ohio, with over two decades of experience serving clients across the United States since 2002.
I didn’t grow up wealthy. My father worked in manufacturing in Ohio, and my mother kept the family’s books with a yellow legal pad and a pencil. The first time I really understood what money could do, what it could protect, what it could build, was when my parents nearly lost the house during a job layoff in the late 1980s. We survived, but only just. That experience never left me.
It’s why, when I graduated from college and had my pick of Wall Street desks, I chose to build an independent practice instead. I wanted to work for clients, not products.
I wanted to sit on their side of the table, to be the advisor I wished my family had.
Wealth doesn't build itself. The investors who win aren't the smartest or the luckiest, they're the ones who started and stayed the course.