With more than 30 years of experience in the financial services industry, I offer a wide range of services to my clients, from helping them select individual investments to developing a retirement plan. With access to a broad array of company resources—including research analysts and economic and market experts—I can help my clients make informed investment decisions based on their specific needs. I graduated from the University of Dayton with a Bachelor of Science degree in Business, and I am both a certified PIM Portfolio Manager and a Certified Investment Management Analyst (CIMA). In addition, I was named as one of Barron’s® Top 1,000 Advisors in 2009, 2010 and 2011. Outside of the of