Why I do what I do:

• Assisting individuals and couples; starting line through finishing line on their financial goals 
• Transitioning our new team members from outside our profession or from within to immersing them within our team attitude which is “When the client wins, we win”
• Every day is different from the client’s perspective, they do not see our repetitive daily activities, but it is this day that we are focused on them and their needs and wants 

What makes me unique:

• Great listening from the advisor; team members and clients
• Quick learner from planning components to implementing changes within our update meetings
• Compassion toward others; I like learning from others, I’ll ask questions, I may not offer solutions, but I will better understand your feelings on topics that are important to you

What you need to know about me:

• “How to do’s” regarding eMoney
• Preparing your update meetings 
• Flowchart regarding different parts to financial planning status

I have been married to Rachael since 2022. We currently live in Westerville. I love golf, Ohio State Buckeyes, Dayton Flyers Basketball and all Cleveland Sports.