For the past 21 years, I have dedicated myself to assisting clients with every aspect of their financial planning, from wealth accumulation to wealth distribution. I offer tailored financial services to meet each investor's specific needs, helping them navigate evolving financial goals. My expertise includes wealth accumulation, education and college funding, life and disability insurance, and retirement planning, allowing me to take a comprehensive approach to my clients' financial well-being.
My journey began right out of high school when I enlisted in the U.S. Navy. After serving my country, I attended the Ohio School of Broadcasting and worked as a DJ in Cleveland. During this time, I wrote and produced commercials for WGCL and performed at local nightclubs.
I then embarked on my first major career as a claims adjuster and appraiser for automobile and property claims. Eventually, I left the insurance industry to open my own independent business representing insurance companies. Running my own company highlighted the critical need for financial guidance and planning, prompting me to shift careers to help others make informed financial decisions.
I launched my financial services career at Merrill Lynch and later worked for Fifth Third Securities. In 2016, I joined LPL and eventually opened my own independent investment office. As a financial advisor, I prioritize my clients' needs and objectives, building strong, personal relationships. By working closely with my clients, I help them create financial plans that seek to last a lifetime, adjusting as needed to accommodate changes in financial objectives, life circumstances, or short-term goals.
A lifelong resident of the Cleveland area, I currently live and work in Avon Lake. In my free time, I enjoy restoring homes and converting them into short-term rentals through Airbnb and VRBO. During the summer, I love riding my Harleys, jet skiing, and traveling around the country. I am also a proud parent to five children: Bobby, Michael, Matthew, Molly, and Meghan.
I look forward to helping you pursue your financial goals.