1155 Sleeping Meadow Drive
New Albany, OH 43054
For over 25 years, I have been working with clients to develop their personal financial plans and portfolio strategies. Most recently, I was a Senior Financial Consultant at Charles Schwab for over 16 years, with over $400MM of assets under advisement. I have also been a Financial Advisor with Fidelity Investments and several regional Bank Trust departments. I am currently a member of the Worthington Estate Planning Council in efforts to stay current with the latest developments and planning techniques.
I founded New View Wealth Advisory in order to offer clients a new perspective on their finances and future possibilities. My goal is to develop close relationships with all of the families that I serve and assist them with holistic multi-generational advice. I have developed a roster of professional advisors that I work with closely when additional assistance is needed for clients with in-depth tax planning or legal services.
Over my career, I have had the opportunity to work in partnership with many of the foremost money managers in the country. However, I saw that some asset managers were using the same cookie-cutter approaches and not truly listening to their client’s needs. My aim is to offer concierge service to a limited clientele, who gain my attentive service and a carefully-constructed plan.
In my free time, I enjoy spending time with my family and staying active. I have a daughter in college and a son in high school. My wife also works outside of the home. When not working with clients or researching the markets, I can often be found working on a house project or training for my next triathlon.