As a founding member of Water Street Financial, I’m responsible for investment strategies and portfolio construction, as well as working with individual clients and overseeing the individual client side of the firm.
I have gained over 25 years of experience in the financial services industry, and I started by spending over 8 years working at First Bank Wealth Management along with my partner, Ryan Oates. I worked with Ryan to expand both the private client segment of the division and the bank’s offering to its clients.
In 1989, I received my bachelor’s degree of science from Slippery Rock University. I hold the designation of Certified Funds Specialist along with the Series 7, 63, 66, 9 and 10 securities licenses through LPL Financial and life and health insurance licenses as well.
In my free time, I enjoy spending time with my wife Julie and our daughter, Peyton. I’m also on the Board of Directors for Our Health.