I've spent more than a decade carefully crafting financial blueprints and measuring results for high net worth individuals, families and institutions.

I attended Miami University in Oxford, Ohio, earning a Bachelor of Science in Finance with a minor in Entrepreneurship. Before joining UBS as a financial advisor, I worked as an Investment Manager Research Analyst with McDonald Investments in Cleveland, Ohio.

I am married to my high school sweetheart, Kathleen. Together we spend most of our free time experiencing the world through the eyes of our two children, Abby and Jacob. 

As an avid runner, I try to complete my workout routine before sunrise each day.  I enjoy competing in races of all distances, from one mile fun runs with my daughter to ultra-marathons through the mountains on my own. 

When I'm not working to improve my craft, chasing our kids, or exercising; I can often be found obsessing over the Browns quarterback situation, the Cavs personnel decisions, or the Indians pitching rotation. Born and raised in Northeast Ohio, I am a lifelong, diehard Cleveland sports fan.

• B.S. Finance & Entrepreneurship, Miami University, 2005
• Chartered Retirement Planning Counselor, CRPC
• Accredited Investment Fiduciary, AIF

• State of Ohio, Life, Health Insurance and Variable Annuity Licensed
• Series 7, General Securities Representative
• Series 31, Managed Futures Representative
• Series 66, Investment Advisor Representative

CA, CO, FL, GA, IL, KS, MA, MI, MN, MO, NC, NY, OH, OR