As a former publisher and corporate executive my family has experienced the value of our firm's uncommon approach to comprehensive financial planning. Having joined Opus Advisory my goal is to introduce my clients to the same personal CFO philosophy, help organize and design strategy to meet their individual goals. Although we cannot predict the future, our team, coupled with my strong knowledge of the marketplace allows for objective analysis and creative strategies for my clients. I have been recognized within the industry for the quality of my planning, as well as for the success I have achieved during my transition into financial services. Throughout my career, I believe my unsurpassed relationship skills help me build and maintain a valuable place in my clients’ lives.
I am a husband of 30 + years and have two sons. I also share my home with two English Bulldogs. In my leisure time, I enjoy fishing and golfing, and traveling to enjoy both pastimes.
Education and Training:
Miami University, B.A.
Oxford
Series 7 Registered
Series 66 Registered