My wife, Paulette, and I are longtime residents of Centerville, Ohio. With two adult children and four grandchildren, we've moved beyond "apprentice" on the family scale. My studies at Miami of Ohio, where I earned a BA and MEd, served as the launching point to my career as an educator and coach with Centerville City Schools, which has been a continual source of motivation and value. Upon retirement, I was able to apply my experience as an educator to the field of wealth management, where I've built a practice since 1999. My priority and focus is simple and client-centered with the goal of providing independent, objective and balanced advice to our clients.
Knowledge base and client site access.
How We Do It