I am a Cincinnati-area Wealth Management professional with 10-plus years of banking and investment experience. I help high-net worth and ultra-affluent clients and institutions, both for-profit

and not, achieve their financial goals over the course of multiple generations.

Throughout my career, I’ve been fortunate to have worked with some of the best minds in my field. These mentors have allowed me to hone my skills in leadership, wealth management, investment advisory/security analysis, client services, portfolio construction and banking needs.

I am active within my local community, improving the lives of those beyond my normal business scope. I’ve been fortunate to work with several highly regarded organizations to assist in driving their mission.

Feel free to drop me a line at any time. I look forward to fostering new and old relationships alike!