Summary of Professional Experience
Has served as a Financial Consultant and Investment Advisor in his family business since 1982. Assists clients with fee based money management including, stocks, bonds, mutual funds, tax free municipal bonds, real estate investment trusts, IRA’s, 401K’s, IRA rollovers and exchange traded funds (ETFs).
Education
Brookville High School, 1979. Additional studies include Purdue University Professional Institute, 1992. 24 hours bi-annually of continuing education in related fields. LUTCF.
Membership
Life member of The Million Dollar Round Table. National Association of Insurance and Financial Advisors (NAIFA).
Community Activities
Past Board Member of Wernle Children’s Home. Attends Salem Church of God.
Personal
Resident of Miami Valley since 1960. Married to my wife Lisa. We have three children: Erin, Tyler and Austin and one granddaughter, Melody. Main outside interests are Family, Church and Outdoor activities.