I have a very different background than most financial planners. After finishing grad school at The Ohio State University, I spent over ten years working for local cities in west Michigan in city management focusing on economic development and all issues related to finances. 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 created my own firm because I believe charging one flat fee is a better way to serve owners of equity compensation and my fellow GenX members. 

I currently live in Akron, Ohio with my wife and two sons. Outside of work, I’ve served my community with past memberships of the Julie Billiart of St. Sebastian Parish Board, which is a Catholic grade school for children with special needs, and also the Village of St. Edwards Nursing Home, as well as the John Glenn College of Public Affairs Alumni Board. During my free time, I spend as much time as possible with my family, which mostly seems to involve swim meets.

On the professional side, I've been a Certified Financial Planner since 2012, a member of the Fee Only Network since 2017, a member of the Financial Planning Association since 2020, and both the XY Planning Network and NAPFA since 2021.