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Hello, I am a Financial Consultant with Equitable Advisors. My role is to help people build, manage, and protect their wealth. This is accomplished by mapping out your financial goals, then selecting the appropriate investments and insurance to help you achieve them. Once a strategy is in place, we will continually revisit to ensure your goals are still on track.
I have been helping clients work on their financial goals since 2010. I have a dual degree in Financial Economics and Management from Capital University in Columbus, Ohio. I currently live in Amherst, Ohio with my wife Lisa and pup Gatsby.
Thank you for visiting my web site. I have put this together in hopes that it will be a resource for anyone who visits. Please take some time and look around.
