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The Cost of Procrastination Social Security: By the Numbers The Power of Compound Interest Dreaming Up an Active Retirement

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.


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  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)