About Us

I was born and raised in Cincinnati, OH. I graduated from The Ohio State University in 2002 with a B.S. in Business Administration and a dual major in Finance & International Business. I worked in lending for a small bank in Chicago for 2 years, after which I moved back to Cincinnati and have worked at Equitable Advisors since Aug 2005.

Since joining Equitable Advisors I have developed specific financial experience in retirement planning strategies, mostly within the non-profit and educational sectors. In 2012 I helped to form a collaborative team of advisors within Equitable to better serve our clients with a full-service approach to financial planning strategies.

Together we have developed and applied conceptual skills in all areas of personal finance from risk management to investments to wealth management. Our main objective is to use our experience and skill sets, along with the many resources available through Equitable Advisors, to find workable solutions to our clients' financial goals. I have been a CERTIFIED FINANCIAL PLANNER™ professional since 2013, which I hope lends credibility to a commitment to my practice and the industry.

I have been married since 2006. My wife Holly and I have 2 children, Henry and Sawyer, ages 8 and 5. We live on the east side of town. I enjoy spending time with my family, playing golf and basketball, and walking our dogs.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standareds, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products from Equitable Financial Life Insurance Company and those of unaffiliated carriers are offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC. Equitable Advisors, Equitable Network, and Equitable are affiliated companies.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck