I've always believed in doing the right thing for the right reason. And as a financial consultant, I get to do that every day by helping guide people on their paths to financial clarity. My goal is to help you create a financial strategy that meets you where you are now and prepares you for where you want to be in the future. Your story and your financial goals are unique to you, and I’m committed to providing you with guidance that aligns with your needs and values.
Due to dramatic growth I am looking to expand my practice in Marysville, Ohio. Contact me directly for career opportunities in the financial consulting field and working with a dynamic team.
In addition, I can help connect you with opportunities to make a difference in your community and beyond through our many generosity programs and charitable giving options. Call or visit my offices in Gahanna and Marysville to learn more or schedule a time for us to meet.