"To achieve your financial goals, it is imperative to stay focused on the long-term without letting short-term distractions dissuade you from staying the course. At Madison, we provide the discipline necessary to make rational decisions in what are often irrational times."
| Madison Wealth Management |
Cincinnati |
Portfolio Manager |
2003 - Present |
Chartered Financial Analyst, 2006
Bowling Green State University, Bowling Green, OH
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Graduated with a Bachelor of Science in Business Administration |
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Majored in Finance |
CFA Institute
CFA Society of Cincinnati
Board Member of the CFA Society of Cincinnati
Board of Trustees of the Peaslee Neighborhood Center in Cincinnati’s Over-the-Rhine community
Guest speaker at Xavier University, College of Business, Undergraduate and MBA Securities Analysis classes
Inner City Tennis Project
O'Bryonville Business Association
BGSU Student Managed Investment Fund, Advisory Board Member
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