Role: Financial Adviser
Joined WPC: February 2022
Education: CFP ® Designation earned April 2022. Graduate of University of Cincinnati with a Bachelor of Finance
Experience: Employed in the Financial Services Industry since 2013. Experience with providing planning and advice on various financial topics, including investment strategies, goal planning, and retirement readiness.
Family: Married to Christy with newborn son, Wells.
Activities: Enjoys watching and attending UC Bearcat and Cincinnati Bengals football games. Loves boating and vacationing to warmer weather with friends and family.
Community Involvement: Parishioner and volunteer at St. Cecilia