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Financial Advisor, MBA, CRPC®
Financial Strategies Group
I help individuals and families plan for reliable income and build a clear retirement plan—so they can focus on life’s meaningful moments.
I’m a Financial Advisor with Financial Strategies Group, and I work with individuals and families to help them plan for reliable and sustainable retirement income. My approach is a little different than the traditional focus on just growing assets. I believe the real goal is making sure your money can support the life you want to live—both now and in the future. That’s why I focus on building a clear, personalized “retirement blueprint” that shows how your assets may translate into income, while still balancing growth and protection along the way. I hold an MBA and the CRPC® (Chartered Retirement Planning Counselor™) designation, along with my FINRA Series 7 and 66 licenses and Life & Health insurance license in Ohio. Before joining Financial Strategies Group, I worked at Raymond James and also have a background in banking, which helps me bring a well-rounded perspective to financial planning. I’m originally from Waynesfield and spent over 10 years in Archbold before recently moving to Findlay. Being part of the community is really important to me, and I stay involved through organizations like Rotary, WISTEM, the Chamber of Commerce, and the Findlay Service League. At the end of the day, I don’t just see financial planning as numbers on a page. I see it as helping you focus on the moments that matter most—time with family, experiences you’ve worked hard for, and enjoying life. My goal is to help you understand not just your plan, but how it supports the life you’ve been building toward—because the best plans aren’t just about money, they’re about planning around what matters most, including the memories you get to make along the way. Securities offered through The O.N. Equity Sales Company, Member FINRA /SIPC, One Financial Way Cincinnati, Ohio 45242. 877-663-7267. Investment Advisory services offered through O.N. Investment Management Company.
Experience
6 years
Firm Size
Small (2-10)
Response Time
Same Day
Firm
Financial Strategies Group
Response Time
Same Day
Languages
English
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Profile last updated: 05/04/2026
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