"Planning is all about bringing the future into the present — so you can do something about it now.”
MaxFacts
Specialties
- Financial Planning
- Retirement Planning
- Portfolio Management
- Investment Services
Licenses & Designations
- Series 7 & 66 through LPL Financial
- Health and Variable Products
- Florida and Ohio Life
Helping clients define and pursue their goals is my passion. Whether your aim is wealth accumulation, retirement, or business succession planning, I use a comprehensive range of resources tailored to your needs. I always strive to make complicated financial concepts easy to understand and navigate.
I serve clients of all income levels, risk tolerances, and past investment experience. My holistic approach to financial planning includes long-term care and life insurance needs, tax-sensitive investment strategies, and charitable giving. Ready to discuss your priorities and develop a personalized plan together? Give me a call.
Outside of financial advising I enjoy traveling with my family (we’ve been to all fifty states), attending my kids’ activities, fishing, playing golf, and watching sports.
Contact me today to get started!