"At Madison, we begin every Client relationship with the same goal: to gain a clear understanding of where you are today and where you want to be tomorrow. Our in-depth planning process helps identify your unique needs and desires so that together we can tailor an investment plan to meet your life goals. Live for today, plan for tomorrow."
| Madison Wealth Management |
Cincinnati |
Senior Wealth Advisor |
2004 - Present |
| TD Waterhouse |
Cincinnati |
Branch Manager, Vice President |
1995 - 2004 |
Certified Financial Planner, 2004
Certified Fund Specialist
Miami University, Oxford, OH
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Graduated with a Bachelor of Science in Business Administration |
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Majored in Finance |
The Financial Planning Association
Cincinnati Estate Planning Council
Evans Scholars Alumni Par Club
Evans Scholars Caddie Classic
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