Celebrating 40 years of providing lifetime financial services to lifetime clients
Practice established May 17, 1982
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.
Referrals are always appreciated!
In 2020, I became a grandfather. My practice is built on the goal of transferring generational wisdom and wealth.
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. (past president of the Akron and Cleveland Ohio alumni chapters)
