Experience
- Experience
- In the banking industry since 1995
- Specialties
- Business Retirement Plan Services, Estate Planning, Individual Retirement Accounts (IRAs), Investment Management, Probate & Estate Settlement, Trust Administration
- Education
-
- Bachelors Degree, AccountingUniversity of Dayton
- Graduate Trust School with high honors American Bankers Association
- Involvement
-
- Adaptive Sports Connection (formerly TAASC), Volunteer
- Columbus Estate Planning Council (Chair 2019-Current)
- Professional Council of The Columbus Foundation, Member
- Professional Advisors of the Community Foundation of Delaware County, Member
- Professional Advisors Group of The Catholic Foundation, Member
- Tri-County Estate Planning Council (President 2015-2016)
