Every week, I have the privilege of making a positive impact on the financial future of my clients. I love meeting one-on-one with families and employees of school districts, municipalities, and small businesses. These interactions bring a sense of accomplishment to all of us, knowing that we are working together towards a secure financial future.
My journey in the financial services industry began out of sheer curiosity. After graduating with a marketing degree from the University of Kentucky's Gatton College of Business, I wanted to dive deeper into the financial markets and planning. I took my first job with a large firm to gain top-level training, which fueled my desire to build my own client base and form meaningful relationships.
I was born and raised on the west side of Cincinnati, a tight-knit community where many of my relatives still live nearby. After spending my freshman year in Charleston, WV, I returned to Cincinnati and attended Elder High School (Go Panthers!). My strong ties to the people I grew up with and my ever-expanding circle of family and friends enrich my life and work.
My wonderful wife, Tammy, and our daughters, Clara and Elayna, motivate and support me every day. Watching my daughters play sports, especially golf, and playing golf with them are some of my favorite pastimes. I also enjoy attending concerts and rooting for Kentucky Football, Kentucky Basketball, the Cincinnati Bengals, and the Cincinnati Reds.
In addition to my degree, I hold a Wharton Certificate in Retirement Planning. I am actively involved in my community through organizations like the Knights of Columbus, BNI, and the Phi Gamma Delta fraternity.