What is your company’s primary activity.
At Edward Jones, every strategy we offer and every solution we recommend is based on what’s most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
My passion is to assist fellow community members in attaining financial security. I seek to understand what is important to my clients before suggesting solutions. I believe my varied business background brings a unique perspective in the development and execution of long-term financial strategies.
I earned my MBA in business administration from Baldwin Wallace University in Berea, OH. Additionally, during my 25-plus year career with Bridgestone North American operations, I had the privilege to attend numerous business leadership seminars at the University of Chicago and successfully completed Bridgestone Leadership Development Program.
My relationship with Edward Jones began as a client, and I transitioned to a financial advisor after selling my business in 2018. Today, Edward Jones serves the Medina community from six convenient locations.
Relationships and strong communication skills are keys to successful outcomes. We prefer to meet face to face for building relationships, but we are also well versed in leveraging technology when necessary to conduct meetings. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
I like to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to schedule an in-person meeting or discovery call; I’d like to better understand your situation and discuss options moving forward.
Tell us about you:
My spouse, Kathy, and I have two daughters.
Sara (Highland HS 2016) is currently working towards her doctorate in political science at the University of Colorado in Boulder CO.
Emily (Highland HS 2018) is a recent Xavier University graduate leveraging her degree in applied chemistry and mathematics at the Cleveland Clinic.
Originally from Syracuse, NY, with stops along the way in Buffalo, NY, and Philadelphia, PA.
My family and I have lived in Medina since 2007.
In our free time, we enjoy traveling, attending Broadway musicals at Playhouse Square, listening to the Cleveland Orchestra at Blossom, attending Cleveland Guardian and Cavalier’s games,
golf, skiing and cooking.
Your key to success:
Willingness to do the things others will not do, resiliency and the ability to course adjust along the way – life is a journey not a destination.
Anything else you’d like us to know:
Everyone needs a financial teem to support them and help the reach their goals. When you build your team make sure you select members that align with your values. Conversations and consultations are always free, it’s never to late to get a second opinion.