Wealth Management Assistant
Member of the team since 2022
Resident of Canton, Ohio
“As a child, I always heard the phrase about never working a day in your life when you’re doing what you love. With me, I’ve always loved to help people whenever possible and to be a part of a team working towards a common goal. In the field of financial planning, it is my job to go above and beyond to build a successful team alongside my clients to attain their goals from a financial standpoint. So, when you think about it, I am one incredibly lucky person because I never have to work!”
Topics or areas of expertise:
- Insurance planning
- Young adult wealth accumulation
- Pre-retirement planning
- Graduate of University of Mount Union with a double major in marketing and business management
- Graduate of University of the Basque Country in Bilbao, Spain
- FINRA securities registrations: Series 6 and 63
- Licensed health and life agent with the Ohio Department of Insurance
- Graduate of Leadership Stark County through the Canton Chamber of Commerce
- Member of Ystark! Young Professionals
- Member of Tau Pi Phi business honors society
When he's not in the office you can find him:
- Hiking and exploring cities with his wife, Taylor
- Just getting outside in general!
What was your first job?
My first job was landscaping starting at 10 years old. It taught me a ton about work ethic and set me on a great path! Even if my wife likes to joke about me taking yardwork at home too seriously now.
Who has been the most influential person in your life?
My dad. He’s taught me more lessons than I can begin to explain and I can never thank him enough for all that he has done for me. He raised me the old school way and while I despised it during those young years, looking back on it, I wouldn’t have had it any other way..
What is one goal you'd like to accomplish?
I would love to backpack in Europe in the future. I studied abroad in Spain in college and the idea of doing El Camino de Santiago on foot has always been a goal for me since. It’s a trip that takes about 30 days on foot!
What are you capable of?
Aim higher and achieve with guidance from our advisors. Get started with a complimentary consultation.