5775 Perimeter Drive Suite 200
Dublin, OH 43017
P. 614.889.8725
F. 614.889.0159
Inside the Mind Of...
Who is/was the most influential person in your life/career?
My grandfather and my father. They spent character-building time with me.
How do you define success?
Making a positive contribution to your client.
What do your clients get when they work with you that they may not get from other consultants?
My clients get my full dedication to their financial well-being. My job is to be their advocate whether it be their bank, the IRS, their investment advisor or our firm.
Just For Fun...
Describe yourself in one word.
Involved.
What is the best book you've ever read?
Centennial, by James Michner. That book prompted me to go to Centennial, Wyoming for the Bicentennial on July 4, 1976.
What was your favorite class in college?
Government and economics.
Describe the best vacation you've ever taken?
Alaska with my daughters.
What TV show can you not miss?
Project Runway, Millionaire Matchmaker and Classic Auto Auctions
If you could have lunch with anyone, living or dead, who would it be?
My dad.
If you could go anywhere in the world, where would it be?
The seventh game of the Indians winning a World Series in Cleveland.
