"By working together on a plan to build business wealth, I'll help you find the time and financial resources to accomplish your life goals."I have been affiliated with ARGI as a Financial & Business Advisor since 2006, and in 2013 became a partner. My professional experience involves business continuity and exit planning strategies for closely held business owners. By providing comprehensive planning and customized solutions, we create a detailed roadmap for one of life's most… Show more "By working together on a plan to build business wealth, I'll help you find the time and financial resources to accomplish your life goals."I have been affiliated with ARGI as a Financial & Business Advisor since 2006, and in 2013 became a partner. My professional experience involves business continuity and exit planning strategies for closely held business owners. By providing comprehensive planning and customized solutions, we create a detailed roadmap for one of life's most significant milestones...relinquishing a business that has provided a lifetime of success and financial independence. I have significant experience working in the health care industry and enjoys helping physician clients overcome the financial planning challenges inherent in owning a medical practice.Advisory services offered through ARGI Investment Services, LLC, a Registered Investment Adviser. Content is for general purposes only and is not an offer to buy or sell any security. View our Privacy Policy at www.argi.net/privacy-policy. Show less

Managed the development of Financial Advisors who developed and serviced the Financial Plans of Business Owners and Executives in the Cincinnati and Louisville areas.