I believe our lives are built around stories; stories that define who we are and shape the dreams we pursue. As an advisor, I’m passionate about listening to clients’ financial stories, understanding what matters most to them, and helping them build a solid foundation for the next chapter of their lives.
I joined Elevage Partners in 2021, bringing more than two decades of experience in financial services and business ownership. My background in business coaching reinforced the importance of teamwork and collaboration—values that align perfectly with the firm’s specialist-driven, employee-owned model. Working together across planning, investing, and client service, we help clients uncover meaningful opportunities and achieve lasting success.
I hold a bachelor’s degree in finance from Miami University (Ohio), an MBA from Ohio Dominican University, and a Series 65 license. I’m also a Certified Business Coach™ and recently earned a master’s degree in professional coaching from Middlesex University in the U.K.
I believe your financial plan should reflect your values and dreams. That’s why I’m committed to listening deeply, asking the right questions, and translating complexity into clear, practical guidance so that you can make confident decisions and stay focused on what matters most.
Outside of work, I enjoy spending time with my four sons—whether supporting their athletic pursuits or traveling to games. At home in Sunbury, Ohio a suburb of Columbus, I can often be found on the golf course, with my wife and our two energetic dogs, or riding my tractor—a nod to my family’s farming roots.