Experience Makes all the difference

As a Certified Financial Planner® for over 24 years, my focus has been to provide financial planning to clients whereby I help them determine where they are now, what they will need in the future and what needs to be done to help them reach their goals.  Having attained the CFP® designation, I am held to strict standards of competency and fairness.

Investments are an important piece of the planning process, but there is no substitute for experience—I have helped clients weather many difficult markets during my 35 year career, enabling them to reach their various life goals whether it be retirement, education funding, leaving a legacy or navigating a major life event such as marriage, divorce or the loss of a loved one.

When I am not working I enjoy golf, travel and serving on the board of The Chagrin Valley Chamber of Commerce.  I am also formerly a board member of The Metzenbaum Center, serving individuals in Geauga County, Ohio with developmental disabilities.  I reside in Chagrin Falls with my wife Jerry and have two grown children, John and Kate.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President – Wealth Management

Pepper Pike, OH

February 2007 - Present

McDonald Investments Inc.

Vice President

Cleveland, OH

September 1988 - February 2007

Kidder, Peabody & Co. Inc.

Investment Consultant

Cleveland, OH

January 1984 - September 1988

Education

  • B.S., Ohio University, 1974
  • M.S., Ohio University, 1978
  • M.B.A., Finance, Miami University of Ohio, 1983
  • College for Financial Planning, 1994

Licenses

  • Series 7
  • Series 66
  • Series 63

Personal & Community

  • Board Member, Chagrin Valley Chamber of Commerce

Registered States:

AZ, CA, CO, DC, FL, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, WA