I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
My goal is to develop and maintain a world-class professional business atmosphere in our Columbus agency, with a focus on high moral and ethical standards. As an Agency Partner, I am responsible for recruiting and leading our team with the highest level of integrity. Our agency strives to provide excellent service, with a special focus on providing unique financial strategies customized to each and every client.
I reside in Dublin, OH and am happily married to my wife, Holly. Together, we have three children; William, Ellen and Max. I enjoy golf and spend most weekends supporting my kid’s teams at hockey, soccer, basketball, and baseball games.
I am a member of St. Brigid Catholic Church, Dublin Chamber of Commerce, NAIFA – Columbus Chapter, and GAMA. I hold the following securities licenses: Series 6, 7, 63, 24.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies