3455 Mill Run Drive
I began this career in 1990 and have been a licensed investment professional for more than 25 years. I currently hold the Financial Industry Regulatory Authority (FINRA) Series 6, and 63 securities registrations through LPL Financial. I also hold Series 65 registration with Stratos Wealth Partners. In addition I hold licenses in Ohio and West Virginia for Life, Accident and Health, and Variable insurance products.
I diligently seek to learn about each client's desired lifestyle, long-term goals and retirement needs. This thorough knowledge allows me to help them pursue both their short-term and long-term goals, while also planning for those inevitable emergencies that occur now and then. I measure my success by the strength and longevity of my client relationships. Nothing makes me happier than watching my clients and their families grow personally and financially throughout the years. It is indeed an honor to be of service to each and every one of them.