My Story
I believe that ideas have value. As a Certified Financial Planner™, I love working with families who aspire to a work-optional lifestyle. Through planning, I enjoy helping them put together all the pieces of their unique financial puzzle. It’s fulfilling to help ensure my clients are living their sense of purpose. Together, we can discover what’s possible.
Born and raised in Toledo, Ohio, I found my way to Northern Kentucky by way of Xavier University where I graduated with honors and met my wife, Lauren. When I’m not at work, I am spending my time at home in Lakeside Park with my wife and children, Emma and Jonathan, golfing, cooking or catching a Xavier basketball game.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements
CONTACT
EDUCATION
- + Xavier University
- + Bachelors of Science in Business Administration
DESIGNATIONS
- + CFP® – Certified Financial Planner
- + CDFA® – Certified Divorce Financial Analyst
LICENSING
- + Series 7, Series 63 Registrations
- + Health & Life Insurance
COMMUNITY
- + Redwood – Treasurer of Redwood Foundation and Chair of Redwood Foundation Investment Committee
- + Mentor - Xavier University Mentor Program
- + Birthright of Greater Cinti – Past Board Member
- + Faith Community Pharmacy – Past Board Member
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients’ unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
