I have been helping individuals and businesses meet their financial goals for over 40 years and have conducted over one hundred seminars on how to develop strategies to meet financial goals in Ohio and Florida. I am a CERTIFIED FINANCIAL PLANNER(™) professional having received the certification from the CFP Board of Standards(Colorado). I graduated from Xavier University with a Bachelor of Science degree in Business Administration. I also completed courses at the New York Institute of Finance. I practice a conservative investment philosophy by analyzing both short and long-term financial goals and assists in selecting investments that fit well with these goals. I assist in the employment of sound and consistent products to meet the individual or corporate clients goals. My wife, Margie, and I are residents of Upper Arlington, Ohio and have always been active members of the community.
Licenses held: CERTIFIED FINANCIAL PLANNER(™), Series 1,9,10 and 63
Family: Wife Margie, Five children and 10 grandchildren
Favorite TV Show: Rick Steves’ Europe
Favorite Quote: To attain success one should be prepared to proceed from failure to failure with undiminished enthusiasm. Winston Churchill