Connect with me on LinkedIn…
It is just a click away… I would love to learn more about you.
It is just a click away… I would love to learn more about you.
My goal is to make investing simple and create confidence that you have a plan that works for you. We can customize a long-term strategy and build a partnership together that will help you pursue your goals.
Everyone has a different idea of what they would like their investment portfolio to look like. By setting up a call with me, we can begin to discuss what you would like to do with your money. This is how I can help:
No two clients are the same. I believe that focusing on a long-term approach when investing is important for your success. Once we determine your risk tolerance, we will craft a customized portfolio for you. I will help you take the emotion out of investing and monitor and update you to make sure we are addressing your desired outcome. You can expect to have a defined plan on how you would like to communicate with me on an ongoing basis.
I live in North Royalton, Ohio with my wife Lisa, my daughter Lyla, and my son Mason. I enjoy spending time outside with family, trying out new restaurants, and attending my kid’s sporting events.
When I was in college, I interned at a Financial Brokerage Firm. The Advisor that I worked for showed me the value of starting to save money early. I took his word for it and then began to run the numbers. I set up scenarios and thought to myself, “If I started saving X amount of dollars at 30 and during the next 30 years if I was able to achieve and 8% return on my portfolio, then I would have…” THE RESULTS WERE ASTOUNDING. I began to learn about the stock market and to properly manage my finances along the way. Not only did I want to create this for myself, but I WANTED TO HELP OTHERS CREATE THIS AS WELL.
Set Up A Call Connect on LinkedIn| Account Value
|
Annual Fee
|
|---|---|
|
$100,000- $499,000
|
1.25%
|
|
$500,000 - $1,499,999
|
1.00%
|
|
$1,500,000 - $2,499,000
|
0.85%
|
|
$2,500,000 + | 0.65% |