I hold a Master’s degree in Hospital Administration from Xavier University and bring nearly 25 years of experience working alongside physicians and hospitals. Seeking a new direction, I transitioned my career to help individuals retire with confidence, ensuring they have a solid plan to navigate life’s changes. My Retirement Income Certified Professional designation from The American College of Financial Services equips me to design personalized retirement strategies tailored to your unique goals.

Since moving to Marshall in 2007, my wife Kelli and I have truly enjoyed becoming part of this community. In our free time, Kelli finds joy in gardening while I focus on home improvement projects. We are grateful for our two sons and their families, including four wonderful grandsons, and cherish the memories we create together. Our family adventures often include our two dogs and traveling with loved ones.

·        Master’s Degree in Hospital Administration from Xavier University

·        Bachelor’s Degree from Franklin University

·        FINRA Series 7 General Securities Representative

·        FINRA Series 66 Uniform Combined State Law

·        Life & Health Insurance License in MI and OH

·        Retirement Income Certified Professional from The American College of Financial Services

·        Battle Creek Area Habitat for Humanity – Board Member

·        Mobile Meals Inc., of Marshall - Board Member

·        Marshall Chamber of Commerce - Member

·        Marshall Moose Lodge - Member