Specialties
- Business Retirement Plan Services
- Estate Planning
- Individual Retirement Accounts (IRAs)
- Investment Management
- Trust Administration
Education
-
B. A., General Studies
Capital University
Work Experience
- Commercial Lending
- SVP, Market Manager – Private Banking
Involvement
- Dublin A.M. Rotary
- Liaison to Dublin Food Pantry
- Has held series 7, 9 and 10 securities licenses
- Member of the Professional Advisors group of the Delaware County Foundation