“An alliance of two or more minds, working together in the spirit of perfect harmony for the attainment of a definite purpose.”
As a Registered Representative, I understand the importance of planning for the future through setting goals, then implementing strategies to help clients reach them. Knowing how intimidating financial planning can be, I am dedicated to walk beside my clients every step of the way, educating them on the strategies in place, and making the process as enjoyable as possible.
Having been exposed to the financial services industry my whole life, I learned a great deal about the importance of financial planning from my father, who owned and ran a financial services business for over 30 years. After his death in 2000, I took over the firm and applied the valuable lessons my father taught me throughout his life. Continuing the tradition for over 22 years now, I strive to maintain the focus on customer service by ensuring my clients always have an open line of communication with me.
I put myself through college on a soccer scholarship at the University of Dayton and graduated in 1998. Being part of a team throughout my life helped me recognize the importance of having a “team” mentality in my work life, as well. Andrew Carnegie wrote how important it is to have, “an alliance of 2 or more minds, working together in the spirit of perfect harmony for the attainment of a definite purpose.” Abiding by this principle, I found this team environment at InvestWise Financial. For the continued success of my clients, my belief is that it is equally important for investors to have this team approach as we create a comprehensive financial strategy for their future.
I am a frequent public speaker at educational workshops offered throughout our community. Through these workshops, I educate people on ways to save for retirement, Social Security strategies, the impact of taxes on retirement, benefits of estate planning, and much more.
Outside of my work endeavor, I am a proud father of three beautiful girls. Together with my wife, we enjoy family vacations, golfing, fishing, and boating.
BA University of Dayton in 1998
Licenses / Certifications:
FINRA Series 63, 7, 66 & 24
National Social Security Advisor (NSSA)
Life and Health insurance license
Bucket Plan Certified
Certified Financial Fiduciary®