Who I Am
With over a decade of experience in the financial sector, my journey has led me to the role of Senior Financial Advisor at Summit Global Investments. At Summit Global, our team excels in offering top-tier customer service, risk management, and financial modeling to empower our clients. My core competencies lie in crafting personalized investment strategies that align with our clients’ goals, reflecting my commitment to their financial well-being. The mission and culture at Summit Global resonate with my dedication to integrity and excellence in the financial advisory field.
Specialization
Retirees, pre-retirees and business owners.
Hobbies
I’m probably the best smoker (meats) I know.
My Commitment
I am dedicated to serving my clients with integrity, empathy, and excellence. My mission is to understand their unique needs, deliver thoughtful solutions, and build lasting relationships based on trust and transparency. I believe in being proactive, responsive, and always striving to exceed expectations. Their success is my priority, and I promise to treat every interaction with the care and respect it deserves.
Favorite Books, Mottos, Quotes
Be curious, not judgmental.
Other Info
Curiosity more than anything. After being in the industry for a few months, I knew this is what I wanted to do.
State: Ohio (OH)
Date Joined: 9/25/2023
