Broker Check
Experience and Commitment

Experience and Commitment

From my beginnings with public accounting firm Deloitte, to managing corporate tax departments in industry, to providing tax and financial guidance to small business owners, executives, and, finally, owning my own business, each step in my career was a building block to who I am today.

Serving my industry and community on various boards has provided me an opportunity to share my knowledge and learn from others. The Estate Planning Council of Cleveland, Northern Ohio Planned Giving Council, Blossom Hill Foundation, and Broadview Heights Community Foundation are some of the boards I have served on. I also served as President of the Chamber of Commerce in Broadview Heights for 5 years.


Contact Us
What I believe

What I believe

We each develop our beliefs about the world based upon our upbringing, surroundings, and values -- all which form and influence our views. Over my forty plus years in business, I have developed very strong beliefs and views of the world of financial planning. My experiences have changed my thinking and understanding over time.

I believe financial planning is about helping people change their behavior which, in turn, leads to people changing their lives for the better. Change requires understanding what you have, where you are, and what you hope to accomplish. I believe my leadership skills, genuine empathy, and technical knowledge enable me to apply the best skills, tools, and techniques needed to help accomplish your goals.

Learn more
Our Process

Our Process

Are you looking for more than just investment advice? I believe you should be looking for
a comprehensive and integrated financial and tax planning process.

Learn more
Our Services

Our Services

Years of experience have prepared us to help guide you through your life transitions.

Learn more
<p>The Cost of Medical Care</p>

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
Learn More

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a Question

Thank you!
Oops!