About Me
While I love math and Excel, creating a financial plan has to do with more than just the numbers on a spreadsheet. I enjoy breaking down personal finance and investing for clients and helping them understand the concepts that go into building their financial plan.
My wife and I love to travel around the U.S. and the globe, having visited countries on five of the seven continents and most of the 50 states. We’ve also lived in quite a few different places in the US due to moves with the Army, school, and work. We’re happy to call Columbus, Ohio home, but still enjoy traveling with our two sons and introducing them to different places and experiences around the US.
CREDENTIALS
Certified Financial Planner
Investment Advisor Representative
EDUCATION
BS, Electrical Engineering, Wright State University
MBA, The Ohio State University
EXPERIENCE
2025-present: Financial Planner, Aptus Financial
2024-2025: Associate Financial Advisor, Hamilton Capital
2018-2024: Owner and Financial Planner, Steady Climb Financial Planning
2012-2017: Business Development Manager and Marketing Specialist, PolyOne Corporation
2006-2010: Officer, US Army
EXPERTISE
Physicians and other professionals
Cash flow systems
Cash management and contingency planning
Tax-efficient investing
Saving for college
Equity compensation planning (RSUs/ESPP/NQs/ISOs)
For a more comprehensive breakdown of Aptus Financial's pricing, please visit: https://www.aptusfinancial.com/pricing