I was born and raised in Cincinnati, OH. I graduated from The Ohio State University in 2002 with a B.S. in Business Administration and a dual major in Finance & International Business. I worked in lending for a small bank in Chicago for 2 years, after which I moved back to Cincinnati and have worked in the financial sevices industry since Aug 2005.

Since entering the financial services industry I have developed specific financial experience in retirement planning strategies, mostly within the non-profit and educational sectors. In 2012, I helped to form a collaborative team of advisors within the firm to better serve our clients with a full-service approach to financial planning strategies.

Together we have developed and applied conceptual skills in all areas of personal finance from risk management to investments to wealth management. Our main objective is to use our experience and skill sets, along with the many resources available through Equitable Advisors, to find workable solutions to our clients' financial goals. I have been a CERTIFIED FINANCIAL PLANNER™ professional since 2013, which I hope lends credibility to a commitment to my practice and the industry.

I have been married since 2006. My wife Holly and I have 2 children, Henry and Sawyer, ages 8 and 5. We live on the east side of town. I enjoy spending time with my family, playing golf and basketball, and walking our dogs.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.