Throughout my life, I’ve always had a love for traveling. The chance to meet new people from different cultures, different backgrounds, and different perceptions of life has always been inspirational. This is why I love what I do so much. Every day I get to meet with families and learn about their lives and what they want to accomplish. From there, I can help put together a plan to achieve those goals, whether it’s saving for college, buying a house, saving for retirement, etc.
After graduating from Bowling Green State University, I moved to Tacoma, Washington, and dipped my toes in the business world while earning my MBA. It took a couple of years, but I realized I needed to get back to Cleveland. Instead of going back to my hometown, Mayfield, I crossed that invisible East/West I-77 border to Lakewood. This new location also came with a new job as a financial advisor. Seven years later, the new location became a home and this new job became a passion.
Licenses: FINRA Series 6, 7, 26, 51, 63, and 65 securities registrations; life and health insurance