Title in the firm
Founder & Owner
Licenses, Certifications and Designations
Certified Financial Planner
After spending 7 years as a “Wall Street” Equity Analyst for KeyBanc Capital Markets in Cleveland, Ohio, I decided to adjust my career focus from working with institutional clients to helping families and individuals in a more personal and holistic manner. During my time as an Equity Analyst, as I was able to gain insights and experience on the multitude of factors that move markets and advised professional investors running mutual funds, hedge funds and pension funds. My advice was based on analysis and forecasting financial metrics for publically traded industrial technology companies in the context of valuation, industry research and economic trends. While the my prior role was interesting & challenging, I now feel called to leverage this experience and passion to assist families establish, grow, sustain and ultimately pass on wealth in a prudent and risk-adjusted manner.
Being a life-long Clevelander, I graduated from St. Ignatius High School, Miami University (Accounting) and Case Western Reserve University (Weatherhead School of Management) with an MBA in Finance. I am a Certified Financial Planner® and currently hold the Series 7, 86, 87 and 63. I am fortunate enough to have been married to my wife Jennifer since 2001 and we are blessed with three beautiful daughters. I enjoy bike riding in the Metroparks, coaching the girls’ soccer teams, reading and the occasional round of golf.
Working in Financial Services Since
Miami University - Bachelor of Science - Accounting Major
Case Western Reserve University - Masters of Business Administration - Finance Concentration