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 2007. I help clients succeed by focusing on the wealth and estate planning process and engaging the full Private Wealth Management team to build a plan that meets my clients needs and passions for themselves and their families.
I live in Liberty Township, Ohio, and serve clients in the neighboring communities. I enjoy family time, golf and following Marquette University Basketball. I am active in the community serving on committees with Junior Achievement of OKI Partners, Butler County United Way, Great Miami Valley YMCA, West Chester Liberty Chamber Alliance, Greater Hamilton Chamber of Commerce. I am an active member of the Hamilton Rotary.
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.