CERTIFIED FINANCIAL PLANNER™
- Founder of Prominent Financial Planning LLC
- Certificate of Financial Planning from Northwestern University
- Chartered Retirement Planning Counselor from the College for Financial Planning
- Summa Cum Laude Bachelor of Science in Electrical Engineering from the University of Dayton
As a fee-only financial planner, I believe that the earlier you begin planning for your financial future the more likely you are to achieve your financial goals. And, if you are like most individuals seeking my services, you are seeking assistance with your investments. While investment selection and strategy is important, it is just one of many aspects that will impact your financial health and contribute to your financial future. My responsibility is to ensure we work together to evaluate your entire financial life (retirement planning, budgeting, debt reduction, adequate emergency funds, children’s education, home and auto financing, insurance planning, work benefits, etc.) so that we create a cohesive plan and adjust that plan as needed to achieve your future goals.
For this reason, I specialize in working with Generation X and Y (Millennials), creating financial plans for my clients that are adjusted as needed throughout their life. My holistic approach and methodologies have been highlighted in Money Magazine, USA Today, US News & World Report, Investopedia, The College Investor, and I have also earned recognition as one of the “Top Financial Advisors for Millennials by Money Under 30.”
Husband, Father, Neighbor, Friend
I never thought we’d do it but we’ve left the city lifestyle for the exceptionally rated school district. My son is just finishing kindergarten and my daughter isn’t far behind him. We are also excited to anounce the birth of our second son who joined our family in March of 2017! My wife and I can’t believe we’ve started the carpooling for the children’s activities and our first born golden retriever must wonder where we are off to next. Our lives today reflect all the decisions that were made along the way.
Upon graduation, I was hired into General Electric’s leadership program and began my corporate career. During this time, I needed to make numerous financial decisions regarding my benefits package, funding my retirement goals, a car, a house, and repayment of debts. Then, add to this the complexities of life: changing roles to other Fortune 500 companies (Medtronic and Boston Scientific), marriage and children. Our lives today reflect all the decisions that were made along the way. The same is true for you.
I am here to help you make the important financial decisions in your life to achieve whatever it is you want to achieve. Your goals certainly don’t need to be the same as my wife and mine. The mere thought of leaving the city may be excruciating or you may not want children. It doesn’t matter what your goals are: what matters is “are you making the right decisions to achieve those goals”. Advising you on these decisions is how I can serve you.