About Me
Imagine this: a blue-collar kid from Elyria, Ohio, barely scraping by.
If you told that kid he'd end up where I am today, he'd probably laugh you off.
Life threw some major curveballs my way.
At 19, my dad left, and just two years later, we were facing foreclosure on our family home.
My brother and I hustled through multiple jobs, just trying to keep our heads above water.
It wasn't easy, but it built my resilience.
Then came the game-changer: I discovered entrepreneurship.
I went back to college, played championship football—learning invaluable lessons in teamwork and discipline along the way.
That grit and determination paved the way for me to become an advisor to high-net-worth entrepreneurs, guiding them on their journeys to financial freedom.
But here's the truth: I was burning the candle at both ends.
Stress was my constant companion, and my daily mantra was “crush it, crush it, crush it.”
I stopped working out, became miserable, and frankly, I wasn’t the kind of person anyone wanted to be around.
So, I hit the brakes, took a step back, and refocused on myself and my family.
And guess what? My business didn’t just survive—it thrived.
I found a way to reduce stress and still achieve success.
I managed to be at all my kids' events—swimming, tae kwon do, lacrosse—and even spearheaded the construction of a state-of-the-art $5.6 million aquatics center in my city.
I started a summer recreational swim team, too.
When another financial advisor asked me how I balanced it all while staying away from work, I just said, "You gotta prioritize."
My kids went on to attend U.S. Service Academies, and I discovered a new passion: sailing.
I joined a race team as a mastman on a J29 named Team Red Dog, and it became my reset button.
Now, I work from home, coffee in hand, with my cat and dog chilling by my side.
I'm sharing what I’ve learned on LinkedIn, helping high-net-worth entrepreneurs hit their financial goals.
My journey proves that even if you start from scratch, with perseverance and a bit of rebellious spirit, you can build a life you love—without all the stress.
Why You Should Listen to Me
So, why listen to me?
Because I’ve been where you are.
I’ve faced the financial grind, the stress, and the uncertainty firsthand.
I’ve turned my life around from barely making ends meet to thriving in the world of high-net-worth advising.
I know what it’s like to juggle family, business, and personal stress, and I’ve found a way to make it all work.
I’ve navigated the ups and downs, learned from the trenches, and came out the other side with real insights and practical strategies.
I’m not just talking theory—I’m sharing strategies that have worked for me and for my clients.
I’m here to cut through the noise, simplify the complexities of financial planning, and help you avoid the pitfalls that many fall into.