President

I am a lifelong Ohio resident, I enjoy spending time with my family (wife Marissa, Daughters Alex, Bri and kittens Gracie and Mav) and absolutely love golfing. I believe in supporting the community I live in and spend time trying to give back, I am a past president of the Rotary Club of Miamisburg, current President of the Miamisburg Merchants Association, and a member of the Board of Girls on The Run Dayton.

 

I have 22 years of experience in the Financial Services industry and firmly believe that the key to helping our clients live their best financial life is to show them how much we care. In my opinion, clients don’t care how much you know until they know how much you care. I currently hold Series 6,7, and 66 securities registrations and I am an Investment Advisor Representative. I am also licensed to offer Life and Health insurance in FL, IN, KY, MI, NC, NY, OH, RI, SC and VA. I am licensed to offer Life insurance in AZ and PA. I am licensed to offer securities in CO, DC,FL, GA, IL, IN, KY, MI, NJ, NY, NC, OH, PA, SC, and VA.