The value I bring is putting a step by step plan in place to help families reach their goals. I take the emotion out of investing and build your plans from the bottom up, making sure you you are maximizing your work benefits, managing your debt, making sure your money is going towards the right places for your goals, and continuing our relationship as your life changes.

Hours of operation:

Monday - Friday 8:00am - 6:30pm


1206 Broadway Street
Cincinnati , Ohio 45202

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