My Story
I grew up in a small town in Ohio called Canal Fulton. Growing up amongst cornfields and the Ohio Erie Canal my life revolved around sports. I played football in the fall, basketball in the winter, and baseball in the spring. Playing sports gave me the opportunity to learn from some amazing men and women and created relationships for a lifetime.
Once I transitioned into college the sports stopped, but that feeling of wanting to be part of a team never left. While at the University of Akron I joined the financial services team. The financial services team would compete with other schools in a trivia styled format over various financial planning topics. During this time my passion for financial planning was born.
Over the years of working with clients, helping them navigate into and through retirement has been rewarding. One of my favorite aspects about this career are the relationships that we build along the way.
Personal Life
I live in Gilbert Arizona with my wife Megan.
Megan was born and raised in Phoenix, attended Grand Canyon University and is a registered nurse.
When I’m not working, I enjoy spending time with my wife playing golf or hiking the superstition mountains.
Professional Qualifications
I attended the University of Akron, where I earned a Bachelor of Business Administration degree majoring in Finance. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, I hold FINRA Series 7 and 66 securities registrations through Lincoln Investment, along with life and health insurance licenses.
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