470 Olde Worthington Rd., #200
Financial Stability Starts Here
Holistic financial strategies tailored to your goals
We stay focused on market trends, so you don't have to.
We create financial strategies tailored to your goalsLearn More about Wealth Management
We create financial strategies tailored to your goalsLearn more about Investment Planning
We create financial strategies tailored to your goalsLearn More About Financial Planning
We create financial and investment strategies that are tailored to your needs and goals.
Years of experience in the financial and investment industry have prepared us to guide you through your life transitions.
Our partner includes Certa Investment. We believe in Trust, Honesty and Integrity. We believe values matter, and we live by ours every day.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
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 registrations, 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.