As a founding member of Water Street Financial, I’m responsible for investment strategies and portfolio construction, as well as working with individual clients and overseeing the individual client side of the firm.
Before founding Water Street Financial, I spent over 5 years with First Bank Wealth Management along with my partner, Ryan Oates. During our time at First Bank, Ryan and I worked together to grow the private client segment of the division and expand the bank’s offering to its clients.
I have gained over 25 years of experience in the financial services industry, and I started by spending over 8 years working at First Bank Wealth Management along with my partner, Ryan Oates. I worked with Ryan to expand both the private client segment of the division and the bank’s offering to its clients.
In 1989, I received my bachelor’s degree of science from Slippery Rock University. I hold the designation of Certified Funds Specialist along with the Series 7, 63, 9 and 10 securities licenses through LPL Financial and Series 66 through LPL Financial and Water Street Financial, and life and health insurance licenses as well.
In my free time, I enjoy spending time with my wife Julie and our daughter, Peyton. I’m also on the Board of Directors for Our Health.