Partner and Financial Advisor
How do you help clients Invest in Peace of Mind?
Investing is one pillar of financial planning, and it’s essential to develop strategies that help maintain a level head, especially during volatile markets. More importantly, the concept of peace of mind varies from person to person. For some, it may stem from strong investment performance, while for others, it might come from the assurance that other important pillars of their financial life are secure.
What do you think are the most important steps people can take to improve their financial well-being?
Recognizing your strengths and weaknesses is the most important step for improving your financial well-being.
How do you like to spend time outside of the office?
I enjoy spending time with my family and friends.
What are you a fan of?
The Ohio State University. Go Bucks!
Professional Designations & Credentials
- CFP® Practitioner, Certified Financial Planner Board of Standards
- Investment Advisor Representative
- Certified Tax Specialist
Education
- The Ohio State University | Bachelor of Science in Family Financial Services