Ready to discuss your financial future?

My Professional Approach

Understanding my clients has led to my development of investment strategies designed to help achieve their goals. I believe that ongoing dialogue is a key component in planning conservative strategies for retirement goals and wealth transfers to future generations.

My investment process looks for companies within industries that show consistent income and growth. I exclude cyclically volatile stocks in favor of high quality niche companies that provide better opportunities for growth.

My Background

I was born and raised in Columbus, Ohio. I graduated from the Columbus Academy and attended college at Southern Methodist University where I received a BA in Banking & Economics, and minored in history. I served 2 years active duty in the US Navy 7^th Fleet. In 1970, I began my career in investments at The Ohio Company. Six years later I left to join Dean Witter Reynolds where I covered banks and insurance companies in Columbus, Cincinnati, and Wheeling as an institutional broker. I retired from Morgan Stanley in 2016. But, I decided to come out of retirement to join Benjamin F. Edwards & Co. in 2017. My wife, Dale, and I live in Bexley, and have a son, Henry, who is studying mechanical engineering at The Ohio State University.