I have a very different background than most financial planners.  After finishing grad school at The Ohio State University I spent over a decade working for local cities in west Michigan in city management focusing on economic development.  Eventually my wife and I wanted to move back to the Akron, Ohio area to raise our family and I made the shift to working in the financial services industry.  I spent roughly a decade working first at Merrill Lynch and then at a small investment firm in the greater Akron area before deciding to launch my own firm.  I also spent several years being trained to help families who have loved ones with special needs to create comprehensive plans that go well beyond simply looking at their finances. 

I currently live in Akron, Ohio with my wife and two sons.  Outside of work I am a member of the Julie Billiart of St. Sebastian Parish Board, which is a Catholic grade school for children with special needs.  I am also a board member at the Village of St. Edwards Nursing Home. During my free time, I spend as much time as possible with my family, which mostly seems to involve me driving my sons to and from various activities such as cross-country and swimming practices.