4796 A Ridge Road
Brooklyn, OH 44144
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My experience in the financial services industry began in 1987, and it is my pleasure to serve the financial needs of people in the Northeast Ohio area.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time volunteering for the organization, Medina County Pantry Distribution, and I am also a member of my church ministries. In my free time, I enjoy spending time with my family, boating, swimming, baseball, basketball and football.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office4796 A Ridge Road
Brooklyn, OH 44144
Secondary Office5659 Broadview Road
Parma, OH 44134
Secondary Office2132 Brookpark Road
Cleveland, OH 44134
Secondary Office9740 Lorain Avenue
Cleveland, OH 44102
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.