Partner and Vice President of Wealth Management for the firm, work with clients in the areas of estate planning, retirement planning, investments, cash flow planning and tax strategies. Over 15 years experience in Investment Management. Previously, VP with 10 years in Commercial Lending and Management at a major bank, and 3 years in Public Accounting at Crowe Chizek and Company CPAs Specialties Vice President of Wealth Management for the firm, work with clients in the areas of estate planning, retirement planning, investments, cash flow planning and tax strategiesread more ...read less ...
soccer
yoga
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College For Financial Planning
Miami University Of Ohio
Chair
Committee Chair At Dayton Children's Medical Center - Planned Giving Adivsory Committee
Chair Of Finance At Oakwood Schools Education Foundation
Treasurer At Oakwood United Methodist Church
Foundation Board At The Hospice Of Dayton
Vice President At Bank One Dayton
Chair Of The Executive Board At The Ohio Society Of Cpas
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