With over 20 years of experience as a financial advisor and planner, I’m passionate about helping individuals and families achieve financial freedom. I specialize in working with educators and first responders—people who dedicate their lives to serving others. Guiding them through complex financial decisions is both a responsibility and a privilege that brings real meaning to my work.
I chose this profession to make a lasting difference in people’s lives. I value the independence of running my own practice, but more importantly, I value the trust my clients place in me and the relationships we build together. As a CFP® and Hall of Fame member at Equitable, I bring seasoned insight and personal attention to every client I serve.
My work wouldn’t be possible without the strength and partnership of my wife, Holly. Her unwavering support has been a cornerstone of both my business and our family life. We live in Cincinnati with our three sons—Henry, Sawyer, and Desmond. When I’m not working, I enjoy coaching youth sports, staying active, and spending time outdoors with my family.