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.
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.
About Beacon Financial Partners
Beacon is an independently owned and operated financial advisory consulting firm. Our advisors answer directly to you, not to a corporate parent or company stockholders.
Our advisors build personal, long-term relationships with our clients focused on helping them accomplish their financial goals. We operate according to the fiduciary standard, meaning we’re required to make financial recommendations that are in the client’s best interest.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!