I am a second-generation financial advisor to the office my father-in-law, Jim Rosby, opened over 40 years ago. His legacy of deeply serving longtime friends and families in the Ashland and surrounding areas is a very meaningful experience and foundation of my business. I assure that my clients are heard, and that I understand their unique needs when recommending a financial strategy. I also work to implement a comprehensive and holistic, long-term financial strategy to pair with quality investments that align with long-term goals and needs.Helping others is an integral part of who I am, and I am passionate about the invaluable benefit of financial stewardship and legacy for individuals and families. As an Ashland native, I deeply value serving multi-generational families, local businesses, farmers and those connected to my hometown.In addition to my financial registrations and insurance licensures, I am designated as a Wealth Management Certified Professional® or WMCP® through the American College of Financial Services, hold a master’s degree in clinical mental health counseling and bachelor's degrees in criminal justice and psychology. Having professional experience as a clinical counselor, I am privileged to represent and serve the community on the Mental Health and Recovery Board of Ashland Co.My amazing wife, Allyson, and I are high school sweethearts (Go Arrows!) and blessed with three beautiful children. We deeply value our family, faith and community. However, if you do not find me in one of those places, I am likely casting a fishing line to relax, recharge and enjoy the outdoors!My administrative team includes Kathrine Tilley and Amanda Thomas. They are dedicated to providing you with the highest level of service. You will meet them first thing when you stop in or call my office.I look forward to partnering with you on your personalized financial needs. You may schedule with my team at (419) 289-0400 or visit the office at 141 Claremont, Ashland, OH 44805.