Helping people make the most important financial decisions of their lives I want to help you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate strategy for you. As a financial advisor, I want to share my experiences in investments to improve the lives of my clients. I decided to enter the field of investments due to my early interest in economics. I have been in the financial services industry over 40 years and have shared my experiences and abilities to help others. My goal is to provide quality service to my clients and share my insights to help them reach their financial goals. I have a Bachelor’s degree in Finance from Franklin University and a Master’s degree in Business Leadership from William Penn University. I have a series 7/63 and 65 and years of experience using technical analysis with a past Chartered Market Technician designation. I have a life health and accident insurance license along with annuity certification to provide a wide selection of financial services available to meet your financial goals. I have taught Corporate Finance and Investments as an Adjunct Professor along with generating significant capital gains while employed with OPERS and Principal Global Investors. I have volunteered for a number of charity efforts including Meals-on-Wheels, Habitat for Humanity, along with various fund-raising, health, food, and clothing drives. My recent volunteer work is aiding unemployed professionals with Career Transition Institute in Columbus, Ohio. My hobbies are hiking, sports, and gardening.

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