ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1995. I help clients succeed by providing unbiased and comprehensive financial advice through the financial planning process.

I live in Loveland, and serve clients in Cincinnati, Columbus and Lexington. I enjoy spending time with my wife, children, and two dogs. I also enjoy going to National Parks, hiking, cycling and the theater.

My areas of focus: Executives, Retirees, Women

Education

  • St. Lawrence University: Bachelor of Arts, economics and political science
  • Cleveland-Marshall College of Law: Juris Doctorate degree, tax and estate planning
MY OFFICE

 

425 Walnut St PO Box 1118
Cincinnati, OH 45202

advisor address map to425 Walnut St PO Box 1118
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.