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.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products from AXA Equitable Life Insurance Company (NY, NY) and those of unaffiliated carriers are offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond 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 AXA Advisors, LLC. AXA Advisors, AXA Network, and AXA Equitable are affiliated companies.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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