I began my wealth management career in 2006. Over the past 18 years I have had the privilege to guide my clients through their financial endeavors. I take an all-inclusive/ holistic approach while working with my clients to fully understand their needs. This process is something I call the “financial trilogy”; meaning, where you were, where you are now, and finally where you want to be in regard to your financial well-being. I believe this gives us the foundation needed to implement a comprehensive strategy going forward. 

On a personal note, my wife, Jeanette, and I were born and raised in Zanesville, Ohio. We have two grown boys both of which also live in Zanesville. Our motorhome allows us to travel and enjoy sites we otherwise would not see. A little-known fact is I have run 16 marathons with highlights being the scenic Big Sur Marathon, Niagara Falls and Boston. Jeanette and I also enjoy two Springer Spaniels, Jimmy and Joey.