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