I create comprehensive retirement plans tailored to each client's unique situation. I help them address their questions and concerns, ultimately ending with a plan they can feel confident in.
We have a team that is extremely talented with a diverse range of experience and expertise. In addition, there is a strong culture of 'client first' in everything we do.
Independent, Caring, Collaboration
I am a big fan of Bob Ross and have been watching him since middle school – mid 80's.
Cooking (especially pizza) and reading.
Coffee
Three states – Ohio, West Virginia, and Indiana
Movie – Trading Places
Early Bird
Oysters, but with lots of cocktail sauce!