Brighter Financial Guidance for the Creation, Protection, and Preservation of Your Wealth

About Me

I work on a financial planning team at Beacon Financial Partners in Beachwood, Ohio. We have sixteen advisors managing over $1 billion in assets.

Personally, I live in Moreland Hills, Ohio with my wife Olivia and my dog Tucker.

I enjoy traveling the world, hiking the metroparks, college football (go blue), as well as fitness and nutrition.

Financial Planning

We’ll work closely with you to understand your goals, values, current financial status, and income needs.

We’ll develop a plan that will be reviewed with you, outlining recommended investments, actions, & strategies to consider.

Investment Management

We manage our client investment accounts for them, including IRA’s, Brokerage Accounts, 403(b)’s, 401(a)’s, 457’s, and Trust accounts.

Personal Advisor-Client Relationship

We’ll form a partnership with you, focused on investment management and executing on your financial plan to acheive your goals.

My Team

I work on a financial planning team within Beacon with two other advisors: Gregory Randall and Susan Wanamaker. Together, we provide financial planning and investment management services to our clients.

Contact Us

Ready to push boundaries with us? Share your details and let’s forge something extraordinary together. We’re excited to explore new horizons together!