My career in financial planning started in San Diego, CA and while serving in the US Navy in 2002. As a part-time financial advisor to fellow service members, I was able to help families with life insurance and personal asset management. After receiving an honorable discharge from the US Navy in 2006, I moved back to my hometown of Columbus, OH. That same year I began working with a Fortune 100 company assisting Ohio public employees with 457(b) retirement plans. In 2010 I advanced to a role that allowed me to design and sell private-sector 401(k) retirement plans to small and mid-size companies. In 2013 I became an Independent Associate Financial Advisor, servicing individual and business accounts. From 2013-2018, I consistently expanded my financial book of business over 20% year-over-year. My dream was realized in 2019 when I opened the doors to Money Concepts in offering independent wealth management and holistic financial planning services to clients. My mission is providing clients access to a micro-family office that facilitates effective growth and wealth transfer across generations.

For over 20 years my client services have focused on the following:

• Detailed and on-going financial planning.
• Retirement savings and planning.
• Non-retirement savings and investments.
• Asset management.
• Personal and business life insurance.
• College funding and planning.
• Private company and non-profit group retirement plans.
• Charitable giving through life insurance and annuities.
• Partner with client Subject Matter Experts (SME’s) as a fractional Family Office.

As your Wealth Manager, my job is to: understand your goals and dreams, strategize a plan to get you there, and guide you through the journey to achieve those dreams. My team and I consider it a great privilege to work with you and are fully committed to your success!