Business Philosophy

My goal is to provide families and business owners with assistance in building their financial freedom. I will work closely with clients to help ensure that the financial products and services that I provide match their needs, priorities and changing financial situations.

I can help you fill any shortfalls or deficits you may have using a wide array of products and services. My goal is to provide exemplary service to help meet your financial goals and objectives.

Professional Products & Services

Personal & Family Needs

• Investments
• Personal Life Insurance
• Estate Conservation Strategies
• Wealth Accumulation Strategies
• Disability Income Insurance
• Long Term Care Insurance
• Retirement Funding Strategies
• College Funding Strategies

Business Needs

• Small Business Consultation
• Employee Benefits (401k) etc.
• Buy Sell Agreements & Key Person Insurance
• Executive Bonus Plans
• Qualified & Non-Qualified Retirements
• Group Life Insurance

Qualifications

• Licensed to sell Life & Health Insurance in Indiana, Kentucky, and Ohio
• Registered to sell Securities Products in Ohio

Personal

• Lifelong resident of Cincinnati
• Family: Julie - wife, Maria - daughter, John & Joe - sons
• Hobbies include: attending car shows, fishing, bicycling and hiking