As a financial advisor with over 17 years of experience in the financial services industry, I employ a comprehensive and low-pressure approach. I offer personalized financial guidance tailored to the unique objectives of each client. My priority is client satisfaction, and I genuinely care for my clients and their goals.
My services include diversified portfolio recommendations, risk management strategies, and regular reviews of your financial objectives and investments. With anytime access to investments and digital tools, I seek to ensure that you are always well-informed and in control of your financial future.
My areas of focus are:
- Wealth Management
- Retirement Planning Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate Planning Strategies
- Social Security Retirement Benefits
- Financial Advice
- Tax planning
I’m a proud graduate of Seneca East High School, class of 1995. I then earned a Bachelor of Science in Business Administration (BSBA) with a concentration in Marketing from Ashland University in 1999.
My wife, Magdalena, and I are delighted to have our five children enrolled in Colonel Crawford Local Schools. We greatly enjoy attending their various activities and sporting events. Additionally, I personally cherish spending quality time with my family, woodworking projects, listening to and playing music, grilling in the backyard, and just about anything related to football.
I am an active volunteer for the Colonel Crawford Parent Teacher Organization (PTO), where my wife is the treasurer. I am a member of the Knights of Columbus in Bucyrus and volunteer with the Knights in Attica.