Education · Accreditation · Credentials

• Kent State University, BBA · Cleveland State University, MBA

• CPA with designation of Personal Financial Specialist (PFS) 

• Series 65 securities license

• Member of the American Institute of Certified Public Accountants (AICPA) and the AICPA Personal Financial Planning Section

• Member of the Ohio Society of Certified Public Accountants (OSCPA) 

• Member of The Diamond Advisory Group at University Hospitals

• Recipient of University Hospitals Distinguished Advisor Award – 2016

Expertise

• Public and private investments

• Tax and tax planning

• Family financial education

• Cash flow management

• Family succession planning

• Philanthropic planning

Community Involvement

• Trustee and treasurer for a number of foundations and associations in Northeast Ohio

• Past president and current member of the Cleveland Area Family Office Exchange

• InMotion

Notable

• Avid photographer 

• Traveling the globe—he and his wife have visited six continents

• Former pilot and private aircraft owner—a lifelong dream fulfilled