As a Senior Financial Advisor, I work with my clients to make sound financial decisions that factor the unique considerations they face. As a firm Shareholder, I work with our team to ensure we deliver the best possible services and experience for our clients. I also lead the branding, marketing, and growth strategies for our firm.

Personal Mission
To live a rewarding life that my wife and kids are proud of.

What I Love About PDS
We all want to use our unique skill and expertise to help someone, and PDS allows me to do just that for my clients, and we have fun doing it.

Education
BS in Business specializing in Accounting & Finance from Miami University

Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Public Accountant (CPA)

Recognitions
Executive Board Member, Ohio Society of CPAs
Board of Governors, The Dublin Community Foundation
Graduate, Leadership Dublin

About Me
One day, the neighbor boy asked my son if I was a professional golfer since he always sees me loading golf clubs into my car. Well, if you’ve ever played golf with me, you know this is certainly not the case! I do love golf, but I also love reading a good book, and passing it along to someone who I think might be interested when I’m done with it. And if there’s any time left, I offer my opinions on all things financial via my personal finance blog, WealthAdviceMadeSimple.

More importantly, I have the good fortune of watching my two children, Evan and Caitlyn work hard to excel in school and athletics. They were given to me by my wonderful wife, Terri, who I have been married to for over 21 years (a Miami Merger). Since I like to control the music in the car, a typical playlist she is stuck listening to will include Jimmy Buffett, Frank Sinatra, Louis Armstrong, Barenaked Ladies (the band), Bach, and Alabama. How’s that for a diverse mix?