As an Edward Jones financial advisor since 2011, I’ve made serving successful entrepreneurs and individuals nearing or in retirement, along with their families, the heart of my practice. Together we design strategies for retirement, business transitions and intergenerational wealth transfer, so you can care for the people you love, support the causes you care about and make a meaningful impact on the world.Being recognized on the 2024 and 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State* list was humbling, but the real reward is helping clients achieve what matters most.My approach is guided by a simple formula: Wealth Management = Investment Consulting + Advanced Planning + Relationship Management. This means disciplined portfolio design that evaluates performance, risk and asset allocation; comprehensive planning that addresses wealth strategies, estate transfer, risk mitigation and philanthropy; and proactive relationship management that connects clients with legal, tax and other professionals.We begin with an exploratory call and discovery meeting to assess fit and understand your goals, share preliminary findings and present a tailored investment and planning strategy, and we hold regular reviews as life evolves. When needed, I engage a network of attorneys, CPAs and other professionals.I earned a bachelor’s degree in financial management and marketing from Mount Vernon Nazarene University and hold designations including CFP®, CPWA®, CIMA®, CEPA®, and CLU®.By leveraging the resources of Edward Jones and a carefully selected professional network, I aim to deliver current guidance, help you manage risk and build lasting relationships. *2024 and 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State in Ohio, published in August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.