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 2002. I help clients succeed by guiding them through financial decisions that make a positive impact for their families. We do this through a team-based planning approach, that allows us to look at every facet of their financial life. Clients can then spend time doing what they love!
I live in Lebanon, and serve clients in Cincinnati, Dayton and Lebanon. I enjoy spending time with my wife and three kids. I am an active coach in youth sports, enjoy the outdoors and serve on the Advisory Council of Axis Christian Church and Aviatra-Dayton.
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.
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.