Regional President Senior Managing Director
MAI Capital Management
Independence, Ohio
Designations
CERTIFIED FINANCIAL PLANNERâ„¢ professional
Work Experience
Joined MAI in 2021 after the acquisition of the wealth management division of Ownership Advisors, where he served as Partner and President for over 14 years
Has over 20 years of experience in helping clients grow and transfer wealth to families and charities, aiming to engage across generations
Was a Vice President and Trust Officer at First Merit Bank and spent six years at LPL Financial in San Diego as Director of Estate and Financial Planning
Life Outside of MAI
Treasurer for Reformed Forum, a podcast ministry
Board Member for Cuyahoga Valley Christian Academy
Elder at my local church
Coached Soccer and Baseball in Hudson since 2006
Education
Anderson University, BA in Finance
San Diego State University, MS in Financial Planning and Taxation
PM20 - AAA Planning and Risk Management for High-Net-Worth Oral and Maxillofacial Surgeons
Friday, September 19, 2025
1:30 PM - 3:30 PM EDT
Disclosure(s): No financial relationships to disclose