As Investment Portfolio Manager, I manage clients’ investment portfolios in accordance with their investment goals and Total Wealth Plannings’s Investment Policy Committee recommendations. As Wealth Advisor, I meet with clients directly to provide investment advice. As a member of the Investment Policy Committee, I am responsible for providing on-going investment and economic research information.Besides my investment experience, I also have comprehensive wealth management experience and knowledge, which includes a specialized expertise involving complex executive compensation programs including non-qualified employee stock options, incentive stock options, and both restricted and performance based shares.I have a Bachelor of Science in Business Administration degree specializing in Finance from Xavier University and I am CERTIFIED FINANCIAL PLANNER™. I am also a member of the National Association of Personal Financial Advisors (NAPFA), which is an organization of FEE-ONLY financial advisors.Specialties: Investments, Retirement Planning, Tax Planning, Insurance Planning, Estate Planning, Executive Compensation/Stock Options & Personal Financial Management.