7832 Olentangy River Road
Columbus, OH 43235
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It is my pleasure to serve the financial needs of people in the Worthington Hills, Delaware, Lewis Center, Upper Arlington, Grandview, and Clintonville areas. I started in the financial services industry in 2002 as a Wealth Management Advisor. I hold Bachelor of Science degrees in business and in logistics, and a Master of Business Administration degree in investment management from Ohio State University.
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 proudly supporting the Cub Scouts, and in my free time I enjoy trail running, kayaking, rowing and sporting clays.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office7832 Olentangy River Road
Columbus, OH 43235
Secondary Office2511 Hilliard-Rome Road
Hilliard, OH 43026
Secondary Office2508 Columbus Street
Grove City, OH 43123
Secondary Office1717 West Fifth Avenue
Columbus, OH 43212
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.