Client Relationship Specialist
Member of the INVP team since 2023
Resident of Delaware, Ohio
“Until you understand your clients deeply and genuinely, you cannot truly serve them. Always give 100 percent!”
Topics or areas of expertise:
- Establishing new accounts and performing cashiering transactions
- Client Service
- Administrative Support
- Associates degree in accounting from Technology Education College
When he's not in the office you can find him:
- Spending time with his wife, Ashley, and children, Peyton, Parker, and Norah, along with their two Golden Retrievers, Pearl and Rosie, and their two cats, Olive and Belle
- Attending his kids’ sporting events
What’s the best piece of advice you’ve ever gotten?
Never stop learning and growing as a person.
What are your hobbies?
I am huge record collector. I have more than 300 vinyl records, some of which I stole from my parents as a kid.
Tell us about the best vacation you’ve ever taken.
We took a family vacation to Jamaica last year. We went snorkeling and went on a few hikes next to a waterfall. It was a great experience for my kids.
What are you capable of?
Aim higher and achieve with guidance from our advisors. Get started with a complimentary consultation.