Certified Financial Planner™
As Southeast Ohio’s first Certified Financial Planner™ and Registered Investment Advisor, I have been helping my clients and their families plan for the future for over 30 years. As a fee-only, fiduciary advisor, I revolve my practice around giving objective, independent financial planning and investment advice.
I truly believe in the importance of establishing long-term relationships with my clients, and getting to know them and their families. After all, money is personal, and trust is the foundation of every successful advisor-client relationship. I pride myself in learning my clients plans for the future, personalities, wants and needs so well that I can help them address the questions they might not even think to ask.
Life is constantly changing. For one annual fee, you can meet with us or speak to us as often as is necessary to help you accomplish your financial goals.