PRINCIPAL & PORTFOLIO MANAGER
Investing is my passion and a hobby that I have shared with my father since he first introduced me to the subject in grade school. Over the years, I have sought to develop a deeper understanding of the industry so that I might be able to assist others in building a more prosperous future and
achieving their financial goals.
I received a B.B.A. in Finance from the University of Notre Dame where I concentrated on building a sound knowledge of the financial markets. I have been fortunate enough to have the opportunity to apply my knowledge in various roles within the financial industry including most recently as an Investment Advisor Representative for a local investment management practice. I previously held an analyst role with Fifth Third Bank Capital Markets and completed several internships in the investment management field during college. I have received Series 7 & Series 66 licensing and I am currently enrolled in the Certified Financial Planner (CFP) certification program offered by the CFP Board. I have also received insurance licensing from the State of Ohio relating to Accident, Disability, Health, Life and Annuity products which I maintain strictly for the purpose of advising my clients on their insurance coverage. As the Principal and Portfolio Manager for Shawnee Investments & Planning, I consider it a privilege to assist you in realizing your dreams and, in serving you, I endeavor to transform challenges into opportunities.