“Healthy Growth” is about identifying the client’s needs and providing the right insights and services. It means putting the customers first to deliver the best quality service allowing them to grow their business.
- Strategic planning
- Business development
- College of William & Marry – BBA Finance
- Case Western Reserve University – MBA – Finance
Professional & Industry Memberships:
- CFA Institute
- Chagrin Athletic Association – past board member
- True Freedom – current board member
Hobbies/Fun Facts: Outside of the office, my wife and I enjoy attending our children’s athletic and musical events. We also greatly enjoy traveling and spending time with family.