I have an MBA in Finance and have been in the Financial Services Industry since 1987. I spent the first eight years in corporate accounting as a corporate controller for a Fortune 500 company, and most recently 25 years as a financial planner. My main focus is providing financial planning services to corporate executives and retirees. Through an extensive discovery process I'm able to uncover my client's objectives, help them prioritize their concerns and provide strategies to reach their goals. I believe that ultimately a client should have a plan and course of action that brings him or her financial confidence. I'm a Founding Partner at Beacon Financial Partners and have been with the company since its inception in 2006.My wife and I currently reside in Chagrin Falls and have 3 beautiful children, Maria, Hannah and William. I enjoy spending time with my family, golf and baseball. Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, and Member FINRA/SIPC. Tropp O'Toole James Private Wealth Management, Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent and non-affiliated. Tax services are not offered through, or supervised by, The Lincoln Investment Companies.www.finra.org & www.sipc.org www.lincolninvestment.com Beacon Financial Partners and the above firms are independent and not affiliated. This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision. By choosing to become a friend of this site, you may be posting your information publicly. Beacon Financial Partners is not responsible for any abuse of this information by a third party. Postings should not be considered testimonial or an endorsement of our firm or advisors.