I was born in Columbus, Ohio, and grew up in Dublin. My first job was at 13, at Wyandot Lake selling cotton candy. I learned the value of a dollar and hard work early in life. You need to show up to work every day and do your best.
I was interested in financial services from a young age saving all my earnings into a savings account. My grandfather had been a very savvy stock picker and he sat me down one day at my parent’s kitchen table. He showed me how to make my money work for me as hard as I worked for it.
More has happened in the last few years in our industry than has occurred in the past two decades in most industries. I embrace change and make the most of it. I am committed to a life of constant growth and learning.
I believe people need access to sound, unbiased financial advice, and I’m proud that I’ve helped many individuals navigate through these very trying times. I act in my client’s best interest with an undivided duty of loyalty focusing on my client’s investment needs and objectives, avoiding conflicts of interest, and providing quality services and products.
I take the time to get to know and understand my clients, including their financial situation and understanding objectives; having a clearly articulated investment strategy built specifically for them. I recommend products that I have researched and believe fit their investment strategy.