I believe that the greatest job is not work:I feel very fortunate to have a vocation where I can work closely with friends and where quite often new clients become old friends. As a Financial Advisor, it is an honor to be engaged to assist people in helping them achieve their dreams – it is truly a noble calling and there is nothing more rewarding than helping people navigate the various stages of life. My background:I am a lifelong Clevelander. I am comfortable on both sides of the Cuyahoga, as I was born on the east side, and lived there while attending Case Western Reserve University for both undergraduate and graduate studies. My wife, Sue, and I have three children, and most of our time is consumed with their activities. However, when I am able, I enjoy participating in most sports that involve a ball, but are not ruled by the clock.Prior to joining Truist Investment Services, Inc., Truist Wealth my career was split almost evenly between McDonald Investments and Wells Fargo Advisors. While at McDonald I was the product manager for all of the firm’s advisory activities, and at Wells I started working directly with clients.My Team:I am part of a great team. We work with less than 150 clients and advise on over $250 Million in client assets.Our clients: Receive sensible strategies that are easily understood Appreciate our commitment to world-class service and proactive communication Know their financial and personal information is kept strictly confidential Have a clear understanding of their goals, and a thoughtful plan to help meet themEverything we do is derived from our belief that you need to have an investment plan and the courage to stick to it.
Listed skills include Investments, Asset Allocation, 401 Planning, 401 Rollovers, and 9 others.
