Personal

I’m from Cleveland, Ohio, and currently live in Columbus with my fiancé Lauren. We both attended The Ohio State University, where I earned my degree in finance and was a proud member of the Cheerleading team. My hobbies include history, exercise, reading, cooking, and spending time with my family. I also love to travel and spend time outdoors. Hiking, snowboarding, and relaxing on the beach are my favorite ways to unwind. Dislikes include the IRS and when people don’t put their shopping carts away.

Family Values

I grew up in a small town called Richfield in Northeast Ohio. My parents, who still live there today, have had a huge impact on my life. They instilled in me the core values which I live and run my practice by.

My mother was born in Greece and immigrated with her family to the United States in the late 60’s. They settled in Cleveland, OH where they opened and operated a successful restaurant. By the time my mother graduated from college, the first person in her family to do so, my grandparents returned to Greece for their well-earned retirement.

My father is a proud 3rd generation business owner of a home building company in the Cleveland area. For 65+ years they’ve worked hard to provide their clients with exceptional craftsmanship and outstanding customer service.

Although the industries are different, the principles and values are the same. The work ethic and integrity my family taught me from a young age is the backbone of our planning practice.

Professional

If I could describe myself with one word, it would be “curious”. I’m a lifelong learner, and love to meet new people and hear their story. My career as a financial planner allows me to meet and learn from others who are excited about what they do. Our clients are primarily married couples, families, and medical professionals. If I were to describe my ideal client, it would be someone that appreciates professional advice and wants to collaborate with our team to make a custom financial plan. Those that work with our team can expect a high level of integrity and objective and thorough advice.

Education

The Ohio State University - Finance (Bachelor of Science in Business Administration)

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Advisory Services

Retirement Planning & Income Strategies

Disability Planning for Physicians & Dentists

Life Insurance Strategies

Investment Planning & Strategies

Education Planning & Funding

Tax-Efficient Strategies

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Close Up of Northwestern Mutual building column