What path led you to wealth management?
My dad gave me some sage advice that ultimately led me to where I am today.
Why did you join TFO Wealth Partners?
The people. The culture. The level of caring and commitment to excellence at TFO – for clients and colleagues alike – in my opinion, is unequaled.
What most excites you about your work?
It’s both challenging and vitally important to the client families they serve. And every day is an opportunity to learn and grow.
What has been your most rewarding career experience?
I am working alongside some truly wonderful, talented, and caring colleagues to benefit our client families. I am also blessed to learn from them and see how they connect wealth and purpose for families.
What personal accomplishments are you most proud of?
Meeting and marrying the love of my life, Ashley.
What are some of your biggest influences?
My parents. My mom, though she passed in 2021, continues to inspire me to be the best version of myself. And my dad is my best friend, and a truly great person – the type to which I aspire every day.
Education
Miami University (OH)
B.A. in Political Science
Bowling Green State University
Executive M.B.A.
Hobbies and Interests
- Spending time with family and friends
- Traveling
- Reading
- Fitness and Health
- Cleveland Browns Football
Awards/Recognitions/Designations
CWS® – Certified Wealth Strategist
CEPA® – Certified Exit Planning Advisor
CERTIFIED FINANCIAL PLANNER™ professional
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
