Mission
I'm passionate about helping others succeed and live with confidence and purpose. My vocation as a CFP® Practitioner enables me to connect on a deep level with my clients as I learn about their goals and visions and provide guidance along the way. The relational aspect of my job is the most gratifying element, as it encourages and enables me to be emotionally invested in the outcome of my client's financial journey.
Educational & Professional Background
I graduated from Miami University with a B.A. in English Literature in 2002 and subsequently completed Xavier University's Certificate in Financial Planning en route to earning my CFP® designation. I started my career in financial services with Horizon Investments in Charlotte, NC in 2002 and moved on the following year to join my father, Jay, at his Registered Investment Adviser business in Oxford, OH. My Dad set a great example of operating with integrity and caring deeply about each of his clients, and I'm grateful for the opportunity I had to work with him for 10 years before he retired.
Personal & Family
I'm married to Kristen, and our blended family includes 6 children. We are active members at New City Presbyterian Church in Norwood, OH.
Outside of work, I enjoy time with my family, cheering for the Reds and Bengals (often in spite of their performance), cycling on the Loveland Bike Trail, hiking, Men's Ministry, reading, traveling, and dabbling with poetry or other forms of creative writing.
My favorite charity is the Aruna Project (www.arunaproject.com), a Cincinnati-based non-profit which frees, employs, and empowers women who have been victims of trafficking. I've traveled twice to Mumbai, India to support Aruna's staff, and I have been privileged to witness first-hand the amazing work being done to provide hope and healing to those who would not otherwise have it.