LPL FINANCIAL ADVISOR / CERTIFIED FINANCIAL PLANNER™ Professional
By creating personalized financial plans based on real objectives, I guide individuals, families and business owners toward their long-term financial goals. I strive to achieve this through personal interactions with all of my clients.
My strategy is simple: know my clients well, treat them with respect and measure my success by their success. Each plan I develop is tailored specifically to an individual client’s unique needs. I value building long-lasting client relationships and advising clients at every stage of their financial journey.
Experienced working with:
- Individuals considering retirement
- Pension review
- Retirement account review / distribution choices
- Individuals / families looking for asset growth potential
- Individuals / families concerned about mitigating risk
- Individuals / families interested in creating income
- Families looking to create a legacy
- Business owners looking for retirement planning
- Individuals / families seeking conservative growth and asset management
- Retirees concerned about rising health care costs
KEY COMPETENCIES
Financial Planning | Estate Planning | Client Portfolio Management | Retirement Planning | College Planning | Employer Retirement Plans | Business Succession Planning | Life Insurance Solutions
Experience
I have spent more than a decade meeting with clients in Cincinnati and Northern Kentucky. During this time
I have met with numerous clients developing and implementing financial plans. I have refined my skills over the
years and earned my Certified Financial Planner™ mark. My focus is to develop custom plans to help
clients pursue their unique goals.
Education
MBA Finance – Xavier University
BBA Finance / Marketing – University of Cincinnati
St. Xavier High School
09/18