As a Private Wealth Advisor Managing Director, 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 1988. I help clients succeed by taking time to know and understand each client, their family and their businesses. My team and I tailor innovative financial solutions to exceed goals, protect assets and anticipate future obstacles.
I live in Cincinnati, and serve clients in the Cincinnati metropolitan area, as well as Florida, Colorado and California. I enjoy spending time with my wife, Meg, and our four children. I also enjoy hiking, golfing, fishing and bird hunting. I serve on the Salvation Army Board and I am an active team captain with American Heart Association.
Financial planning for major purchases and life goals is critical to successful wealth management. Whether you're buying a car, saving for college, buying a home or covering major unexpected expenses easily. U.S. Bank and U.S. Bancorp Investments are here to help with financial planning each step of the way.
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.