I am originally from Parma, OH, and graduated from the University of Toledo with a bachelor’s degree in Finance and Information Systems. During college I co-owned and operated a computer and phone repair shop near the university.
In 2015, I started my career in financial services at Sigma Planning Corporation in Ann Arbor, MI. Since that time I have worked with over one hundred advisors to ensure clients meet their needs and achieve their financial goals.
I have a strong background in portfolio construction and investment research, and enjoy helping clients develop comprehensive financial plans. I am of the opinion that “Failing to plan is the same as planning to fail.” It is very satisfying to see clients accomplish their goals and live the lives they worked so hard for! I have come to learn that every client’s situation is unique and it is important to approach each new situation in a personalized manner.
I stay active in the community through volunteering to help those in need whenever I can, and through my membership in the Freemasons.
In my free time I enjoy reading investment research, watching sports, playing fantasy football, and, working on various DIY projects around my home.
Give me a call to chat about investing, planning, or any other financial topics you wish to discuss!