With nearly a decade of experience in the financial services industry, I’m honored to bring a strong foundation and a deep commitment to helping individuals and families make confident, informed financial decisions. My career began in North Carolina after relocating from Ohio with my wife, Kaylynn, and I’ve been fortunate to build lasting relationships with clients who trust me to guide them through life’s financial milestones.
Today, I’m thrilled to join a knowledgeable and values-driven firm that aligns with my dedication to client-focused service. This new chapter is especially meaningful as Kaylynn and I prepare to welcome our first child. Our return home reflects a shared desire to raise our family close to the support systems and communities that shaped us.
My wife and I share a deep passion for Cleveland sports and are excited to once again attend games in person and be part of the local fan community. We enjoy traveling whenever possible, and one of our favorite ways to experience new places is by seeking out unique restaurants and local cuisine. Above all, we value quality time with family and friends—any day spent with loved ones is a day well spent.
To better serve my clients, I’ve earned the Accredited Asset Management Specialist℠ (AAMS®) and Chartered Retirement Planning Counselor℠ (CRPC®) designations—credentials that underscore my commitment to lifelong learning and tailored financial guidance.
My mission is clear: to deliver honest, approachable, and personalized financial advice that empowers clients to navigate life with confidence—no matter where the road leads.