Qualifications

I graduated from Mount Union College with a degree in economics and have studied at the Callan College of Money Management, as well as several portfolio schools. I continue my financial education through ongoing reading, and I have a long history dealing with small institutions, so I know what they are looking for. I am currently the host of The Smart Investor Hour on WHK 1420 AM on Saturdays at 4:00 p.m.. We discuss recent trends in wealth management planning and current market conditions. I have a Series 7 and a Series
65 (Registered Investment Advisor representative) license. I am a 28-year veteran of the Wall Street Wars!


Personal

I live in Hudson, Ohio with my wife and our two children. I enjoy sports such as golf and soccer, playing the guitar, and staying involved in my community.  I have also coached children in soccer, basketball and baseball as well as working on the committees that govern each sport.