Wealth Management Assistant
Member of the INVP team since 2021
Resident of Dover, Ohio
"I am very attracted to the idea of helping individuals, families, and companies navigate from a financial perspective. After getting to know the INVP team through personal and professional relationships, I’m sure that this firm is the right spot for me to be to accomplish that goal."
Areas of expertise:
- Estate Planning
- Retirement planning
- Bachelor’s Degree in Marketing from Ashland University
- Graduate of West Holmes High School
- Past Ashland County United Way fundraising committee member
- Past Ashland Rotary Club board member
When he's not in the office you can find him:
- Doing Crossfit, playing basketball or running
- Golfing or hunting
- Out being active and competing with friends in some way, shape or form
- Binge watching Game of Thrones or The Office
What’s your favorite sports team?
THE Ohio State Buckeyes, the ‘Shoe is one of my favorite places on earth.
What's the best piece of advice you've ever gotten?
The harder you work, the luckier you will get.
What is one goal you’d like to accomplish?
I’d like to run a marathon in under four hours.
What are you capable of?
Aim higher and achieve with guidance from our advisors. Get started with a complimentary consultation.