One East Campus View Blvd.
Columbus, OH 43235
Toll Free: 855-414-9873
My Professional Approach
I am a Senior Vice President of Investments at Benjamin F. Edwards & Company.
My business has focused on managing the complex investment needs of high net worth
individuals and family generations, foundations, retirement plans and corporations.
I believe in the importance of an individualized approach; I identify each client’s unique
goals and implement strategic plans to help them achieve their financial objectives.
I built my career by emphasizing intellectual rigor, customization, and efficiency.
While balance and diversification are important aspects of my business, I bring a fresh
perspective to my clients. Specifically, I have deep experience in the fixed income markets
for clients who strive to maximize their cash flow.
Beginning my career in 1989, I was the youngest appointed Vice President at Lehman
Brothers on Wall Street in NYC. Prior to joining Benjamin F. Edwards & Company, I was a
Vice President/Team Leader with the Huntington Investment Company in Columbus, Ohio.
I earned a BS in Economics and Financial Analysis from the State University of New York
at Buffalo, I hold FINRA Series 7, 63 and 65 licenses and am Insurance licensed by the
state of Ohio. The extensive knowledge I have gained over the years has afforded me the
opportunity to expand upon and apply my economics degree.
I live in New Albany, Ohio with my lovely wife of 24 years, Bettye Jane, and I am the
proud father of triplets currently in college; Ryan (Syracuse University), Evan (University of
Wisconsin) and daughter Presley (Tulane University). Completing our family are our two
dogs; Mr. Harry, our 8-year-old Havanese pup, and Pooh, our 14-year-old Pekingese rescue.