Graduated Magna Cum Laude from the University of Cincinnati in 1995 with majors in Finance and Management. Affiliated with the financial and investment services industry since 2001 and has earned both the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Resides in Anderson Township with his wife, Angie, and their dog, Wiley. Enjoys running, walking the dog, and heading west to explore national parks.