I believe ideas have value. As a Certified Financial Planner™, I enjoy working with individuals and families who are striving toward greater flexibility and a work-optional lifestyle. Through thoughtful planning, I help clients organize the many pieces of their financial picture so they can make informed decisions that align with what matters most to them. Supporting clients as they define and pursue their sense of purpose is a meaningful part of my work.
After joining W3 Financial Group, I now serve families throughout Northern Kentucky and the Greater Cincinnati area, providing personalized financial planning rooted in clarity, collaboration, and long-term perspective. My approach is centered on listening first and building strategies that reflect each client’s unique goals and circumstances.
Born and raised in Toledo, Ohio, I found my way to Northern Kentucky by way of Xavier University, where I graduated with honors and met my wife, Lauren. Today, we live in Lakeside Park with our children, Emma and Jonathan. Outside of work, I enjoy spending time with my family, golfing, cooking, and catching a Xavier basketball game.
