Summary of Professional Experience
Has served as an Investment Advisor Representative with Miami Valley Portfolio Management, Inc. since 1988. Assists clients with fee based money management including stocks, bonds, mutual funds, options, variable annuities, 401K’s, IRA rollovers, exchange traded funds (ETFs) and estate planning.
Education
University of Dayton - 1981 to 1985 - Bachelor of Science, Finance
Personal
Miami Valley resident for more than 40 years. Past President of Brookville Kiwanis Club. Trustee of Brookville Community Scholarship Foundation. Main outside interests are: Family, golf, and snow skiing.