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Estate Management 101 The Rule of 72 Leaving Your Lasting Legacy Working With A Financial Professional

Celebrating 41 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.  

The Best is Yet to Come!


FINANCIAL DATA ORGANIZER

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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)