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 strategies read more ...
  • soccer
  • yoga
  • gardening
  • College For Financial Planning
  • Miami University Of Ohio
  • Chair

Public Records

Arrest Records

Possible Social Links

Scroll