Trust is central to everything I do. I believe it is earned through consistency, transparency, and integrity—values that guide both my personal relationships and my work with clients. Serving families who rely on thoughtful financial planning is a privilege I approach with care and respect.
A lifelong Northern Kentucky resident, I now work with individuals and families across Northern Kentucky and Greater Cincinnati, helping them navigate financial planning with confidence and clarity. My connection to this area shaped both my personal and professional path, including competing in college tennis for Big Blue Nation (University of Kentucky) and later on the ATP Futures and Challenger tours.
My wife and I began our careers at Fidelity Investments, where I spent four years building a strong foundation in financial services. The trust and integrity we prioritize in our marriage mirror the values I bring to my role at W3 Financial Group. When I’m not working, I enjoy family time and getting out on the golf course with friends.
