As the son and spouse of teachers, I have come to understand both the importance of, and responsibility required, from an educator. Also being the son of a farmer, I understand the value of hard work and patience. The knowledge and understanding I have gained through these life experiences are what make me a valuable asset to my clients.

 

My career concentration involves working with family farming operations. I work with these clients, through the assistance of AXA, to develop individualized plans for them and their families that will fulfill their financial goals. There is nothing more rewarding for me than to sit down with a family and put into place a plan that encompasses their goals and expectations. Whether it’s a retirement plan, life insurance, or college savings, it is a tremendous reward to know that my clients are well prepared for their future.

 

I enjoy empowering each client by better enabling them to make decisions based upon the knowledge and information I present to them. When meeting with a client, I place an emphasis on ensuring that they fully understand the plans we set forth as well as establish the expectations of both AXA and myself. There are a lot of moving pieces in the financial world, and I want to make sure that I find the right fit for each of my clients.

My professional and academic achievements include:

FINRA Registrations: Series 7, Series 24 & Series 66

Life, Health and Variable Products License

B.S. in Agricultural, Environmental, and Development Economics from The Ohio State University

 

Originally from Tiffin, OH, I now live in Grandview, OH with my wife Sarah, my two wonderful children Addi and Jonah and dog Roxi. In my free time I like to follow the Buckeyes, Browns, Indians, and Cavs. I also enjoy helping my father on our family farm in Tiffin.

 

The link below is a sample of one tool used to help assess client's assets and provide insight into progress towards financial goals.

Asset Map

 

Please contact me today to start planning for your financial future!