Shortly after graduating from The Ohio State University in 2008, I began serving clients in Titusville, FL, as a financial advisor. The next year, I assumed responsibility for the firm's Vero Beach, FL, office. I became involved in leadership roles within the firm while in Florida.Our family returned to our hometown of Van Wert, OH, in 2012 to assume responsibility for another one of the firm's branch locations. Again, I served in various leadership positions within the firm, helping to train and develop some of the firm's newest financial advisors and grow the number of branch office locations in Ohio. In 2020, I was asked to lead 80 other branches as a regional leader and was named a general partner of the firm that same year.Because of the trust of our clients, our business grew rapidly and in 2017, we brought two new financial advisors to Van Wert to help take care of client needs.Over the next few years, more clients began to rely on our team so we expanded to include financial advisors Veronica Cuevas and George Scott. In 2022, our team was invited to attend the Drucker's Council Conference – an event reserved for the firm's top branch teams as ranked by client service scores.My wife, Whitney, and I have four children. We are involved with the Optimist Club of Van Wert and our local church. We enjoy chasing our kids around their activities, traveling and giving back to our community. Our growing branch team is comprised of financial advisors Veronica Cuevas and George Scott, Registered Associate Kendra Goodlin, and Client Support Team Members Stephanie Heppeard and Erika Wise, and myself. We really enjoy getting to know clients and helping them to get the most out of the money they have worked so hard to grow.