Advice Built on experience
I help business owners make informed decisions about their money so they can spend more time focusing on growing their businesses.
I use a consultative process to identify where clients are now, where they want to go and any gaps for getting there. I then work with a network of professionals advisors to help my clients make informed decisions that will help them achieve thinigs that are most imporant to them.
How I help business owners:
- Exit planning
- Investment management
- Tax planning
- Wealth transfer
- Asset protection
- Charitable giving
- Complimentary Second Opinions
About me:
I'm an Indiana HOOSIER fan. I live in Miamisburg with my wife and children. I like jazz music and spending quality time with family and friends.
Professional Designations: Certified Financial Planner™, Certified Exit Planning Advisor®, Chartered Life Underwriter®
Memberships: Ohio Minority Supplier Development Council, Association for Corporate Growth and Business Development Group
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Wealth Management |
Cincinnati, OH |
January 2014 - Present |
Disability Resource Group |
Regional Vice President |
Dayton, OH |
- |
MetLife |
Regional Vice President |
Cincinnati, OH |
- |
Accomplishments
- Certified Financial Planner (CFP®)
- Certified Exit Planning Advisor (CEPA®)
- Chartered Life Underwriter (CLU®)
Education
- M.B.A., Tiffin University
- B.A., Indiana University
Licenses
- Series 7
- Series 66
- Life, Health and Variable License: Ohio, KY, IN, IL, W, CA, AZ, FL, MI, NJ , NY, PA,
Personal & Community
- Deacon, Freedom Hill Bible Church
- Board Member, Boys & Girls Clubs of Greater Cincinnati Volunteer
- Volunteer, Prevent Blindness of Miami Valley
Registered States:
CA, FL, GA, IL, IN, KY, MD, NC, NY, OH, PA, TX, WV