As a Senior Partner and Registered Representative at EAG Private Wealth Management, I bring more than five years of experience in the financial services industry, helping clients navigate their financial futures with greater confidence.
After graduating from Bowling Green State University, I found my calling in comprehensive financial planning, investment management, client education, ongoing relationship management, and regulatory compliance oversight. My primary focus is helping clients make informed decisions that align with their goals—whether that means protecting and growing wealth, preparing for major life events, or building long-term financial security.
What drives me each day is knowing I can make a meaningful difference in people’s lives. My passion comes from a personal experience. Years ago, my father was embezzled by his office manager, which showed me how vulnerable even successful, hardworking people can be. That experience shaped my commitment to helping clients protect what they have built, gain clarity in their financial decisions, and avoid setbacks that can derail years of hard work.
One of the most rewarding parts of my work is seeing clients reach the stage where they can enjoy everything they worked so hard to achieve. Whether that means traveling, spending more time with family, or pursuing long-delayed goals, it is fulfilling to help them make that transition with confidence.
I also take pride in helping clients prepare for what comes next, so they can enjoy today with greater peace of mind. My goal is to provide clarity and confidence—helping clients cut through the noise, understand their options, and move forward with a plan that reflects their goals and values.
A native of Chagrin Falls, OH, I split my time between Las Vegas, NV, and Destin, FL. Outside of work, I enjoy giving back to hockey as a volunteer board member and mentor to younger officials. Teaching others to make tough calls under pressure closely mirrors my work as a financial advisor. I have officiated at every level, including multiple rookie games for the Vegas Golden Knights.
When I am not on the ice, I enjoy playing golf, following my hometown Cleveland Guardians and Cleveland Browns, traveling, and spending quality time with family and friends.