Qualifications

I entered the Financial Services sector in January of 2002 with the basic goal of helping people to assess and manage their finances while focusing on pursuing their financial ambitions.  Shortly thereafter, I started my business so that I could have the freedom and ability to create more personal, lasting relationships with my clients.

An important focus of my business is that I want my clients to expect the same effort out of me that I expect out of them.  While everyone needs to do their own part to work towards their financial objectives, it is my duty as a Financial Advisor to provide my clients with as much information as possible.  This is why, in addition to a Bachelor's Degree in Accounting and an Ohio insurance license, I have attained Series 7 and Series 66 securities registration.  I aim to continue my education throughout my career in order to best serve my clients.

Finally, one of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services.  The personalized program that I can provide is a roadmap to working toward your financial future.

I look forward to using my experience to help you pursue your dreams.