Akron, OH
My goal is to simplify the complexities of retirement planning and develop lifelong relationships with my clients. This is accomplished by utilizing Financial Planning Tools that develop a roadmap illustrating income generation through all of a client's retirement years even progressing into Legacy Plans for their heirs. I commonly work with small business owners, executive professionals, young entrepreneurs, and affluent retirees. Lastly, I enjoy collaborating with accountants, consultants, and attorneys quarterbacking a financial team surrounding the client.
My wife Breonna, my two son’s Taydon and Trey, and our two dog’s Max and Cash, reside at our 10-acre farm in Canal Fulton, Ohio. Our sons are the 7th generation of our family to live in Stark County. I am an active member of the Community, Chambers of Commerce, and volunteer as the Financial Secretary of the Stark Carroll Oil and Gas Partnership, serve on the Ronald McDonald House of Akron’s Golf Classic Steering Committee, and serve on the Akron Children’s Hospital Foundation Ambassador Committee.