Experience

Advocus Private Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Private Wealth Advisor

  • May 2022 - Present

  Responsible for portfolio oversight, construction and administration. Works closely with Summit’s investment committee and our custodial partners to ensure allocations and portfolio objectives are aligned and on track for long term success. Began career in 2003 in Huntington Bank’s Trust and Asset Management Department where I worked for 14 years. In 2017 I became Director of Investment Operations for Wealthstone, an RIA based in Columbus OH. I attended Otterbein College where I received a Bachelor’s degree in Accounting. I also received my Master of Business Administration with a focus in Finance from Franklin University. I'm also a CPA and CFA® Charter holder. Show less



2020 Capital Advisors

• United States
• Financial Services

• Founder & Chief Investment Officer

  • Jan 2020 - May 2022



WEALTHSTONE ADVISORS

• United States
• Financial Services
• 1 - 100 Employee

• Director of Investment Operations

  • Jul 2017 - Jan 2020



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Trust, Asset Management and Internal Audit

  • Jan 2003 - Jul 2017