Worthington, OH
Whether I am playing with my kids in the backyard, cheering on the Buckeyes, or educating my clients about financial concepts, always exhibiting an energetic and positive attitude is very important to me. I truly enjoy connecting with people and getting to know their situations. Family is of utmost importance to me, and I treat my financial planning practice and clients as an extension of my family. Living by The Golden Rule and operating on the core principles of honesty, integrity, and trust, allows me to build successful, lasting relationships with my clients. Just as you can count on family, you can rely on me for sound, ethical financial advice.
Although I am extremely passionate about financial services, I am not all business all the time. When I am not in the office, I enjoy playing golf and making memories with my family by “going somewhere fun,” as my kids would say. It can be as simple as getting ice cream or going to a nearby Worthington park, depending on the weather. Like the unpredictable nature of the markets, our kids keep my wife, Ashley, and me on our toes.
I attended Bishop Watterson High School in Columbus, Ohio and earned my Bachelor of Science degree in Business Administration (Finance concentration) with a Minor in Economics from Otterbein College in Westerville, Ohio. While attending Otterbein, I played baseball for the Cardinals. I also hold my FINRA Series 7 and 66 registrations, Ohio Life, Health and Variable Products license, and I am a CERTIFIED FINANCIAL PLANNER ™ professional.
As an original founding partner of Stonebridge at Equitable Advisors, I take great pride in building our brand as a trusted wealth management firm. I thoroughly believe this is achieved by delivering superior customer service and operating at the highest level of ethical standards.
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.
Stonebridge Wealth Strategies is not owned or operated by Equitable Advisors or Equitable Network.