Education
MIami University (OH) - Bachelor of Science in Business Administration, Finance major
Overview
25 years in the financial services industry including positions at Citibank, Merrill Lynch, Morningstar, KPMG Investment Advisors
2015 and 2016 Five Star Wealth Advisor - Recognized as a 2015and 2016 Five Star Wealth Manager by Chicago Magazine and Five Star Professional
Upcoming speaking engagements
View More
Resources and event materials
View More
