Certifications & Memberships
CFP® – Certified Financial Planner™ Professional
CAP® – Chartered Advisor in Philanthropy
When Did You Start With W&H?
August 2017
Education
M.B.A. – Palm Beach Atlantic University
Bachelor’s – Grove City College
Favorite Thing About Working At W&H?
Being a part of a passionate team that changes lives
Volunteering
Richland Academy of the Arts – Board Member
Hometown
Carlisle, Pennsylvania
Best Thing About North-Central Ohio?
The weather 😉
Hobbies
Spending time with wife and 6 kids
Competing in triathlons
Favorite Book Or Movie?
The 12 Week Year – Brian P. Moran