Founder and Financial Planner
I have been a finance nerd ever since my Dad helped me pick out a mutual fund when I was thirteen. From that point on I was hooked. I later attended Wright State University and majored in Finance.
After a brief stint in corporate finance I decided to pursue my passion for investing. This led me to working as a stockbroker at one of the largest wealth-management firms in the country. It was a wonderful, and eye-opening, experience.
As a broker I learned my passion wasn’t in selling financial products. What I enjoyed was helping clients navigate the world of markets. This led me to leave the brokerage and form Fairlead Financial Group. Working for myself, I’m now free to provide advice without many of Wall Street’s conflicts of interest.
My wife and I live in Beavercreek with our two wild boys, Maxwell & Brooks. I enjoy studying markets, reading, and competing in the sport of Strongman.