Relationships are at the heart of my work. I value spending time with clients and helping them feel more confident navigating the administrative and fiduciary responsibilities that often come with employer-sponsored retirement plans. With more than 25 years of experience in the qualified retirement plan space, I bring a steady, informed approach to supporting plan sponsors and their employees.
After joining W3 Financial Group, I continue to focus on helping plan sponsors across Greater Cincinnati and Northern Kentucky work toward their retirement plan objectives through thoughtful plan design, fiduciary risk management, and employee education strategies. One of the most rewarding aspects of my role is educating employees about their company 401(k) plans. I enjoy sitting down one-on-one with individuals across a wide range of industries—from office environments to manufacturing settings—and helping them better understand their options. For some employees, these conversations may be their only interaction with a financial professional, making education an especially meaningful part of my work.
I live in Florence, Kentucky, with my wife, Tish, and our two daughters, Sydney and Paige. Outside of work, I enjoy watching my daughters compete in sports, coaching boys basketball, and staying active myself. A few years ago, I was honored to be inducted into the Thomas More College Hall of Fame for my accomplishments in basketball.
