My Story
Trust is a very important topic in our world. I believe that trust is earned which is why I value trust so much in both my personal family relationships and my professional family relationships. Working with the families who put their trust in our planning is a privilege that I do not take for granted.
I was born and raised in Northern Kentucky where I am now living with my amazing wife and kid. I ended up competing at the college level for Big Blue Nation (UK) in tennis because of my love for this area. I also competed on the ATP Futures/Challenger tour a bit. When I'm not working I enjoy spending time with my family, especially golfing with my wife and friends.
My wife and I started our financial careers at Fidelity Investments where I spent my first 4 years and she continues to work. We believe we have built a strong marriage through trust and integrity which are the same values I carry into my work and the relationships with our clients.
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients’ unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
