Education: Bachelors of Science, Miami University, Supply Chain and Marketing Double Major

 

Certifications: CERTIFIED FINANCIAL PLANNER™ Professional, Series 66 (Investment Adviser Representative), FINRA Series 7 (Registered Representative), Resident Producer (Accident, Life & Health Insurance & Property & Casualty Insurance) 

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Hobbies: Visiting National Parks in the United States and Canada, Snowboarding, Hiking & Camping, Intramural Sports, and Spending Time with Family & Friends.  

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Career Statement: Upon graduation from Miami University, I was fortunate enough to begin an apprenticeship with Tom Maxey. The ability to learn under someone with thirty-five years of industry and client experience has been invaluable. We specialize in beneficiary retention where often times we will work with many generations within the same family. While performance is a key metric we allow each client to define success in their own terms. While some of our clients set their sights on a magic number, others just want to have enough money in the bank to visit grandchildren whenever they want. Whatever the goal, we work with clients to build a plan that works for them. 

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You're not rich until you have something that money can't buy. - unknown

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