My mission is to help you understand your financial picture in a way that empowers you to take action and face your future with confidence. My journey in the financial services industry began upon graduating from Xavier University in 1998. I started my career at Fidelity Investments, where I served in a variety of roles and quickly realized my desire to build more meaningful and lasting relationships with clients.
To fulfill this aspiration, I joined Retirement Benefits Group as a Financial Professional, focusing on the financial planning needs of educators and their families. In 2004, I partnered with Matt Gates to build a Wealth Management practice, and together, we have created lasting and impactful relationships that guide our clients on their journey to financial success.
My background is a blend of cultures and experiences. I was born in New Jersey, but I grew up in Germany from the time I was 1 year old. in Stuttgart and Baden-Baden, Germany, to an American father and a German mother. At 19, I moved to Cincinnati to attend Xavier University, and after graduating, I decided to put down roots in this wonderful city.
Outside of my professional life, I am an avid bicyclist and enjoy attending live theater performances. I am also an active member of the Cincinnati Opera Guild. My commitment to the community extends to my involvement with the Greater Harrison Chamber of Commerce, the Tri-State Tooling and Manufacturing Association, and the Cincinnati Cycle Club.