My Qualifications

I have been working with individual and corporate investors for more than 26 years. I use my extensive personal and professional experience in all areas of investment planning to help you pursue your goals. As a Certified Financial Planner, I can provide you with a variety of financial products and services.

 I am a graduate of the College of Financial Planning as a Certified Financial Planner.  I hold my B.S. in Industrial Systems Engineering from Ohio University and my M.A. in International Affairs from Ohio University. 

I am married with 5 children and live in Powell Ohio.