As a financial planner and commercial pilot, I enjoy a good challenge and bring a thoughtful, methodical approach to my work. I’m a problem solver by nature and value taking the time to truly understand each family I work with—often beginning with meaningful conversations around the kitchen table. From there, I take a detailed, data-driven approach to developing recommendations across areas such as estate planning, retirement planning, family income strategies, disability income protection, and long-term care planning.
After joining W3 Financial Group, I’ve found deep fulfillment in the personal relationships that come from helping individuals and families organize their financial lives with clarity and confidence. My role is centered on creating well-structured financial plans and ensuring important documents and information are organized in one accessible place, supporting informed decision-making over time.
Originally from Bourbonnais, Illinois, I now live in Anderson Township, serving clients throughout Greater Cincinnati and Northern Kentucky. I reside there with my wife, Michele, and our two sons, Jacob (Jake) and Michael. Outside of W3, I fly as a commercial airline captain for Delta and enjoy tackling DIY projects at home.
