Since entering the financial services industry in 1996, I have dedicated my career to helping individuals, families, and business owners navigate important financial decisions with confidence. Over nearly three decades, I have guided clients through changing markets, retirement transitions, and evolving financial goals while building lasting relationships founded on trust and personal service.
Prior to becoming a financial advisor, I worked in sales and production management roles throughout the United States and Mexico. Those experiences reinforced the importance of listening, understanding different perspectives, and developing practical solutions to complex challenges.
I earned a Bachelor of Arts in Business Marketing from The Ohio State University. Today, I continue to enjoy helping clients simplify financial complexity and make informed decisions that support what matters most to them.
Outside of the office, I enjoy golf, gardening, studying foreign languages, and spending time with family and friends.