Experience
- 20+ years in financial services
Highlights
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Caddied on the PGA Tour in the early 1990’s for Tom Watson
Designations
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Public Accountant
Work Experience
- Rejoined the firm after serving as an Associate and Vice President from 1995-2001
- Oversees tax, investment, insurance, and estate planning for both corporate and sports clients
- Was a part of the Family Wealth Practice of Arthur Andersen LP in Washington, D.C., a principal at FSM Capital Management in Cleveland, and founder of his own firm, also in Cleveland
Life Outside of MAI
- Has two sons, Craig and Matt
- Serves as a Home and Family member at St. Raphael School
- Supporter and volunteer for the St. Baldrick’s Foundation and coaches youth basketball
- Avid golfer and fisherman, enjoys astronomy, working out, reading, and trips to Chautauqua Lake
Education
- University of Maryland, BS in Accounting
- University of Virginia, Masters of Accountancy, concentration in Taxation