Every firm has a story—and mine started with numbers, resilience, and the belief that financial planning should go beyond chasing assets. From my Akron roots to launching a fully virtual, flat-fee practice, Forward Thinking Wealth Management was built for physicians who want clarity, balance, and strategies that actually fit their lives.
With just 90 days left in the year, Q4 offers physicians a unique chance to take control of their finances before the calendar resets. From reducing your tax bill to rebalancing investments and finally creating a plan you can stick to, this is your “two-minute drill” to finish strong. Instead of waiting for January resolutions, use these final weeks to make meaningful progress toward your biggest financial goals—and enter 2026 with confidence.
Would you take $1 million today or a penny that doubles for 30 days? The answer — worth $5.4 million — shows why compound growth and patience can outperform instant rewards, a lesson Warren Buffett mastered over a lifetime
Ever wonder what life would be like if mechanics, shoe stores, and pizza shops acted like financial advisors? From basis point pricing to pushy referrals, here’s why the financial world often plays by different rules — and how my flat-fee, client-first approach is built to be different.
From crime thrillers like Tony Hillerman’s Navajo series to Andy Weir’s sci-fi Project Hail Mary and insights from Arthur Brooks and Neil Pasricha, here are the standout books I’ve been reading lately — a mix of mystery, history, science, and personal growth.
As a fiduciary financial advisor, I promise clients always come first — with transparent flat fees, quarterly meetings, and direct personal access. My 10-point Customer Service Promise ensures honesty, confidentiality, and a client-first approach to financial planning.