My Service Philosophy
I am dedicated to helping you pursue your financial objectives for the long term. I know that your financial siltation will continue to change as your individual circumstances change. To address that, I will meet with you periodically to review your current investment needs and to make the necessary adjustments in order to address a family situation or on approaching retirement. I believe success is best measured not by just your financial health, but by how confident you are about your financial future. You can feel confident that I will offer investment guidance and support that is tailored to your specific financial situation.
After earning a BBA in Accounting at the University of Cincinnati and a MBA in Business Administration from Xavier University, I worked for the Ohio Department of Commerce as a Banking Regulator, and held positions in the Banking Industry.
I started my CPA practice in 1986 from which I retired in September of 2019. To compliment my successful CPA, Tax, and Accounting practice, I added Financial planning and Wealth Management in 2001. Since retiring from my CPA Practice, I am devoting full time energy as well as considerable professional and practical experience to serving my financial services clients.
Education and Certifications
In addition to my BBA degree in Accounting from the University of Cincinnati and my MBA in Business Administration from Xavier, and my CPA license from the State of Ohio, I carry the Series 7 and 63 Securities registration. I am an Investment Advisor Representative and carry insurance licenses for Long Term Care, Life Insurance, and Variable Annuities.