Upon graduating from Xavier University in 1998, I began my career in the Financial Services Industry at Fidelity Investments where I served in a variety of roles. I quickly desired to build a more meaningful and lasting relationship with clients. To that end, I joined Equitable Retirement Benefits Group as a Financial Professional to serve the financial planning needs of educators and their families. In 2004, Matt Gates and I partnered to build a Wealth Management practice, and we continue to create lasting and impactful relationships to help our clients on their journey to financial success.
I am an avid bicyclist, enjoy attending live theater performances and am an active member of the Cincinnati Opera Guild. Most of my early years were spent in Stuttgart and Baden-Baden, Germany. I moved to Cincinnati in 1995 to attend Xavier University where I earned a B.A. in International Affairs with an Economics minor. I currently reside in Harrison, Ohio with my fiancée, Kerri.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.