Personal Financial Representative in Cincinnati, OH

I have spent over two decades of my career in financial management working towards growing, protecting and preserving customers assets.

With a customer-service philosophy centered around education, I work in lockstep with customers distinct needs. I'm known for asking questions and understanding each customers personal landscape before making recommendations. My thoughtful approach removes the mystery from future preparation. With the help of my clarity and informed guidance, customers are able to make confident decisions on behalf of their future goals in pursuit of long-term peace of mind.

I’m known for my hard work, sharp-wit, and candor. Customers benefit most from my ability to assess complex financial situations, respond with smart, strategic solutions and communicate my recommended strategies in the simplest of terms. My strategies tell a clear story of the potential pathways to growth and the possibilities for the future.

Away from the office, I enjoy golf, tennis, and theatre. I live in Montgomery with my wife Anne and our four children Julianne, Michael, Catherine and Spencer.