Focus: Insurance Strategies, Student Loan Refinancing, Investment Strategies, Retirement Income Planning, Estate Planning, Risk Management Strategies, Retirement Strategies, Financial Education
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I am licensed to sell insurance in Ohio and securities in Ohio. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 5455 Rings Road, Suite 125, Dublin, OH 43017. (614) 790-9800.
Brown University, MA
University of Dayton, BA
Affiliations & Memberships
Member of Financial Industry Regulatory Authority, Inc. (FINRA)
Member Worthington Christian Church
Cystic Fibrosis Foundation
Check the background of this investment professional on FINRA’s BrokerCheck
5455 Rings Road, Suite 125
Dublin, OH 43017