Connecting Faith & Finances in Northeast Ohio & Beyond
I have 25 years of experience and expertise in this industry to guide you through every step of your financial journey. I can assist you with Retirement Planning, Estate Transfer Strategies, Investment Guidance and Management, Charitable Giving, and much more. I will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you reach your financial goals. In addition to helping individuals and families be wise with money, my goal is to help inspire generosity in the community using programs like Thrivent Action teams, Thrivent Builds, and Thrivent Choice Dollars, our members can work with me to give back to our community!
Call, email, text, or stop by my office in Wooster to set up an appointment or to learn more about how I can help serve you.