My Approach
I believe in a simple, down-to-earth approach when working with my clients. I've been told I have a knack for making complex financial matters, easy to understand. I believe a good relationship starts with being trustworthy, something I am proud to have learned from my parents. My office, located in a building dating back to the 1840s, is a welcoming atmosphere with an open-door policy. My clients often stop by unannounced to receive updates about their accounts or discuss any changes that might affect their financial goals.
Licenses and Accreditations
- University of Cincinnati, Bachelor of Business Administration in Finance and Real Estate, College of Business
- Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 65 Registrations
- Life, Variable, and Health Insurance Licensed
- Retirement Benefits Specialist, Tax Sheltered Plans