My single mother worked three jobs to support our family. I was a first-generation college student. Looking back, I realize my mother could have benefitted from having a trusted advisor to help her make the best financial decisions for herself and our family.
We got into this business because we wanted to help people. It really is that simple. We understand money is a huge part of people’s lives and, far too often, a source of stress and anxiety. But as strategic, experienced advisors, we help people make sound decisions today, so they can focus on planning for their future.
Creating a plan for the future, however, means taking a holistic approach. We don’t just focus on retirement or investing. We look our client’s comprehensive financial picture and work closely with them to find strategies to make smart decisions, building confidence to live their best lives — today and tomorrow.
THREE THINGS ABOUT ME
I enjoy spending time with my wife, son and two dogs.
I like to spend time working on my golf game and coaching wrestling
I love Cleland sporting events (Go Browns!)
Kent State University
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.