4098 Erie Street
Willoughby, OH 44094
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It is my pleasure to serve the financial needs of people in the Lake, Geauga, and Ashtabula Counties. I started in the financial services industry in 2000. I hold a Bachelor of Business Administration degree in finance from Cleveland State University, and a Master of Business Administration degree from Lake Erie College in Painesville, Ohio.
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 serving on the board of St. Mary Men’s Club & Holy Name Society. In my free time, I enjoy tennis, running and spending time with my family.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office4098 Erie Street
Willoughby, OH 44094
Secondary Office191 East Main Street
Geneva, OH 44041
Secondary Office14950 Springdale Ave
Middlefield, OH 44062
Secondary Office9572 Mentor Ave
Mentor, OH 44060
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.