I am a planner and work with people through their triumphs, failures and missed opportunities in this crazy cycle people call life. Where I come in, is making sure those failures and missed opportunities don’t happen in your financial life and hopefully.. add to your triumphs.
I grew up a military brat born in California. My father was a pilot in the Air Force so we moved around a bit to eventually find roots in Worthington, Ohio. I went to The Ohio State University and quite honestly, had no idea what I wanted to do the rest of my life. I started as a business major, like most undecided undergrads, and in time realized I would not find fulfillment just working for a company. Then one day, I got lucky. My friend from school brought me to OSU’s FPA (Financial Planning Association) meeting. The combination of helping people achieve their life’s goals with an emphasis on financial planning would later become my passion. I soon changed my major to Consumer & Family Financial Services with a specialization in Financial Planning.
After graduating, I worked for a financial planning firm for 2 years. During that time, I obtained my life & health license as well as the Series 7 license. In 2016, I joined Andy Michel’s team at Bluestone Wealth Partners. Some of my main responsibilities include building financial plans, discretionary investment management and helping create our services in a digital format. I am presently studying for the CERTIFIED FINANCIAL PLANNER™ certification.
In my spare time, I enjoy crushing my opponents in fantasy football & raising my pup (Penny) with my wife Lee. (Learned how to shake in July) I am constantly learning so you will likely find me listening to an audio book with a long list of books to be read.