I was born and raised in Northeast Ohio. As a young man I often helped my father in the restaurant equipment repair service. He taught me a great deal about hard work and dedication.
I graduated from The Ohio State University with a degree in International Business Administration. In order to be a skilled professional in my field, I earned multiple securities licenses, including the 7, 24, and 63 series registrations. I attained the AIF® credential in 2016. Attainment of the AIF® credential demonstrates understanding of the Prudent Practices and methodology. I have been the owner and director of State Street Advisers LLC since 1982.
I enjoy being an active member of the Central Ohio community and I am a current member of the Westerville Chamber of Commerce.
The things I enjoy most on my down time are bicycling, reading, travel, music and theater. If you bicycle and have never attended the "Bubbafest" I suggest you do so.
One of the best things about my hobbies is that I enjoy meeting people. There are many stories to be heard and many to be told.
In business, my goal is to help client's financial and lifestyle dreams become a reality. I offer a full range of investment planning services as well as insurance and retirement income planning. I enjoy educating people so they can make sound choices about their financial future.
It is my desire to help build, manage and preserve your wealth. Putting your interest first I will act with integrity and honesty.
I look forward to meeting you and hope we can plan your financial future together. If you have any questions regarding your current or future financial situation, please do not hesitate to contact me.