I have been with Capital Advisors, Ltd. since graduating from The Ohio State University. I am currently FINRA Series 7 and Series 4 securities registered and a CFP® professional.At Capital Advisors, Ltd. we serve as the financial gatekeepers for a wide variety of successful individuals and families. As such, my work with clients involves developing, implementing, and monitoring an investment strategy that fits within their objectives while being mindful of different risk exposures and opportunities. Further, I assist in other aspects of wealth management, incorporating these issues into the investment strategy.In order to provide investment advice I do extensive research on markets, the global economy, and new investment products/trends. I utilize traditional and non-traditional sources in order to give myself, the firm, and our clients perspective on portfolio management.I am fascinated with the investment landscape and thus view research not only as a part of my job, but something I really enjoy. This allows me to better communicate with clients, the goals of their portfolio, create an open dialogue for questions, discuss client ideas, and generate enjoyable discussion for myself.Specialties: portfolio management, risk management strategies, market and economic research, investment product research, utilizing index/stock options, cash flow modeling, estate planning, employee compensation (stock option, restricted stock, deferred compensation plans, among other forms), excel model development