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Work Background
Director of Financial Planning
OneDigitalDirector of Financial Planning
Nov. 2025Wadsworth, Ohio, United States
AVP Financial Planning Success
LPL FinancialAVP Financial Planning Success
Feb. 2023 - Nov. 2025Wadsworth, Ohio, United StatesAVP with LPL’s Financial Planning Group - Consulting independent & institutional advisors on the practice of financial planning. I providing coaching around development of your financial planning business model, financial planning technology, enhancing and fine-tuning your financial planning process, charging for financial planning and advice and promoting and marketing your financial planning practice. There are three core components to my role: 1. One-on-one coaching & mentorship to any of the 33,000 LPL affiliated advisors. Through discovery I am able to develop action plans and help to grow and scale an advisors financial planning practice. 2. One-to-many presentations around various planning topics to help train and develop advisors knowledge around key components of financial planning. 3. Creation of key planning content and deliverables to be utilized across our advisor population. Through extensive research and first-hand experience, I develop and deliver on key content both in large group settings, and one-on-one.
Private Client Advisor
JPMorgan Chase Bank, N.A.Private Client Advisor
Jan. 2021 - Feb. 2023Akron, Ohio, United States
Senior Financial Consultant
TD AmeritradeSenior Financial Consultant
Apr. 2017 - Dec. 2020Fairlawn, Ohio, United States
Financial Planner
AspenCross Wealth ManagementFinancial Planner
Mar. 2016 - Apr. 2017Westborough, MA
Financial Planner
NYLIFE Securities LLCFinancial Planner
Jan. 2011 - Mar. 2016Bridgewater, MA
Financial Planner
ABN Financial GroupFinancial Planner
Oct. 2008 - Jan. 2011Norman, Oklahoma

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Personal Pitch
Financial Planning & AI for Better Client Outcomes
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