Wealth Management Advisor - Chagrin Highlands
I am currently a Wealth Management Advisor at TIAA and have over 25 years of experience in the financial services industry. I help my clients achieve financial goals, such as saving for and living comfortably in retirement, building education savings, and more. I truly enjoy working with my clients and developing strategies designed to help them become more successful in their financial journey to retirement. I strive to build and sustain long-standing relationships with my clients and their families. As a comprehensive financial planning specialist, I work to understand my clients’ financial goals, analyze their financial landscape, and provide recommendations that will help them work toward well-defined objectives. I received my Bachelor of Science in Finance from the University of Akron. I enjoy traveling and attending various sporting events with my wife and our two sons. In my free time, I appreciate the opportunity to umpire baseball at all levels.