Celebrating 44 years of providing lifetime financial services to lifetime clients
Practice established May 17, 1982
What are most pressing financial objectives? This year, I am focusing on assisting clients on increasing the yield on their savings, and being on sounding board for important retirement plan decisions.
Regardless of whether you have a singular financial project or want a complete Personal Financial Analysis, to begin our journey together, please complete the Financial Data Organizer and give my office call (330) 425-3930 to schedule a conference.
The Best is Yet to Come!
Referrals are always appreciated!
In 2025, my fourth grandchild arrived. They are one of the reasons I continue my practice journey.
The Financial Planning Association, Northeast Ohio Chapter (2012) - Lifetime Achievement Award
University of Akron's Frank L. Simmonetti (2020) Distinguished Business Alumni Award
Phi Beta Sigma Fraternity, Inc., Life member (past president of the Akron and Cleveland Ohio alumni chapters)
