My Story
I was raised in a family with a financial advisor as a parent. From the time I’ve been able to comprehend the difference he was able to make in the lives that he touched, I’ve known that I was meant to follow a similar path. It was through a lens of finance that I saw him contribute to mental and emotional peace for his clients, assisting them to find themselves in a position to make their long-standing dreams a reality.
My goal is to help others define and plan their aspirations and provide comfort and peace along that path. Too many times in life, the accomplishment of a long-term goal, such as the purchase of a home or retirement after a fulfilling career, are bogged down by associated concerns. Through careful communication and intentional planning, I hope to make it so that others can rejoice in their achievements without such a burden.
Personal Information
Born and raised in Cincinnati, Ohio, lives with fiancé, Mattie in Clermont County
Enjoys learning about history and experiencing local breweries and distilleries
Passionate about family and following the Reds, Bengals, and Pacers
Education & Accomplishments:
B.S. in Finance and Risk Management & Insurance from Butler University, 2025
UACIC (University Associate Certified Insurance Counselor) Designation, 2025
Bloomberg Market Concepts Certification, 2024
Sigma Nu Epsilon Mu Academic Chairman, 2023