Work Experience
- Joined MAI in 2021 after the acquisition of the wealth management division of Ownership Advisors, where he served as Partner and President for over 14 years
- Have over 20 years of experience in helping clients grow and transfer wealth to families and charities, aiming to engage across generations
Life Outside of MAI
- Treasurer for Reformed Forum, a podcast ministry
- Board Member for Cuyahoga Valley Christian Academy
- Elder at my local church
- Live in Hudson, Ohio with his wife and enjoys spending time with his daughters and son
Education
- Anderson University, BA in Finance
- San Diego State University, MBA in Financial Planning and Taxation