Education:

• Georgetown University, B.S.B.A.
• Case Western Reserve, M.B.A.

Industry Experience:

• 34 Years

Prior Employment:

• McDonald Investments
• Prescott Ball & Turben
• PricewaterhouseCoopers

Focus:

• Wealth Management
• Investment Planning
• Corporate Retirement Plans
• Taxable Fixed Income

Personal:

Past Board Member:

• St. Mary's Seminary Cleveland
• Jennings Center for Older Adults
• St. Malachi Center
• Rocky River Chamber of Commerce

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