With over 27 years of experience as a financial advisor, I remain dedicated to developing investment plans to help meet your financial goals. The major shifts in the markets throughout my career have given me the understanding to help structure personalized investment portfolios. I have been a member of the financial services community since my college graduation in 1974. I have also earned my CFP® certification as well as my Masters in Business. Nothing is professionally more satisfying than assisting clients work toward achieving their goals. When not serving my clients, I enjoy golf, working out, Ohio State University Football, assisting the community with the homeless and I am involved with my church "Our Lady of Peace". I live with my wife in Worthington and have two grown children and two granddaughters. If you are serious about working toward achieving financial success and real financial guidance you should contact me.Specialties: Retirement Planning, Estate Planning Strategies, Education Funding and Insurance Strategies. I assist with customized family wealth ideas and goals.This information is intended for use only by residents of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IA, IN, KS, KY, LA, MA, MD, ME, MI, NC, NV, NY, OH, PA, RI, SC, TN, TX, USVI, UT, VA, WA, WI, WV only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.