My grandfather, who spent over 50 years working as a welder, once told me, “The hardworking man makes money while he is awake. The smart man makes money while he is asleep.” As a Wealth Advisor, I strive to help clients make wise and pragmatic decisions with their hard-earned resources.
After graduating from Grove City College, I began my career in Human Services, serving as the Area Director for the Christian non-profit Young Life Northern Delaware. After an almost 10-year career with Young Life, I transitioned into the world of Financial Services, working first in the Fraud Department at Bank of America before landing at Covenant.
Since working at Covenant, I have completed my Series 7 and Series 66 (securities registrations held through LPL Financial), and Life and Health Insurance licenses. I am also a Certified Financial Planner (CFP®) as well as an Accredited Investment Fiduciary (AIF®).
We live in a fast-paced world where “relationships” are often transactional and an unlimited amount of information is available at the click of a mouse. As a Wealth Advisor, my role is to be a careful listener to each client’s unique situation and goals, to distill complex topics and financial jargon into practical solutions, and to earn the right to be a trusted advocate for the long haul.
Outside of work, it’s a privilege to spend the majority of my time trying to not pull a muscle as I chase around my three young sons, ages 6, 4, and 1. I also love to spend quality time with my wife, Liz, root for my hometown Cleveland sports teams, and stay physically active.