I am dedicated to helping people accumulate wealth and preserve it. I am personally committed to listening to our clients, understanding their current situation and learning about goals for their future. Together, with my team, we bring to their attention ideas and solutions benefitting their needs, and guide them to take action towards a more secure future for their families and their legacy.For the last 25 years, I have specialized in serving corporate retail executives in Central Ohio and New York. Through sound financial planning, our team helps retail executives, other corporate executives, high net worth families and retirees make the most of their income and assets by:--Helping them invest their money--Setting up college savings plans for both children and estate planning purposes--Facilitating the exercise and tax leveraging of employee stock options--Working with our clients until all the details have been completed.My wife, Lori, and I reside in Dublin. We have two children: Linley, who is married to Matt and living in Cherry Hill, New Jersey, and Gabe, formerly a business banker in Chicago and an integral part of the Bluestone team.• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.