About Me…

I began my career in 1999 at the Chicago Mercantile Exchange within  a group that made a market in currency and equity index futures.  I have always been drawn to investing as both my vocation and avocation.  In 2014 I decided to open my firm and focus on needs of clients in an independent and objective environment. Today, I enjoy building relationships and custom solutions for families and business owners.

About Oak Park….

Oak Park operates with a singular duty – loyalty to you.  We are a wealth management firm providing investment and financial planning council to clients in Cleveland and across the United States. While some advisors still sell products, our only “product” is trust and our mission is simple – to help you achieve and sustain financial success.

By working with a limited number of clients in a long term personal relationship – understanding and clarifying your goals, creating a written plan, and managing your investment portfolio – we can properly assist you in building your financial future.

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