Knowledge base and client site access.
How We Do It
A conversation with my brother started me on the path toward a career as a wealth manager. His passion for the profession inspired me to earn a BS in financial services from Wright State University, working as an intern in the practice along the way. Since then, I've had the pleasure of working with Tom, Mark and our clients as we've continued to grow, learn, and build new relationships. Outside the office, I enjoy cooking, craft beer, and playing the guitar. Most of all, I enjoy spending time with my wife Brittney, our son Miles, daughter Lennon, and our two Great Pyrenees, Thea and Mr. Hobbs.