Manager of Operations
“If you are going to do something, do it to the best of your ability and take pride in your work.” Those words were engrained in me from a young age, and I live by them to this day.
Raised in Ohio, I graduated from The Ohio State University with a degree in psychology. Having always enjoyed working with numbers, I embarked on a career in wealth management that has spanned over 20 years, including experience with Merrill Lynch, J.P. Morgan, Morgan Stanley, and Rockefeller Capital Management. Wealth management has provided me the opportunity to not only work with numbers, but to also cultivate valuable relationships with clients and colleagues alike.
I was very fortunate to have met my best friend and wife while in school, and together, we navigate the chaotic waters of sharing our lives and experiences with our four sons and three daughters. While visiting family in Bluffton, we asked ourselves, “Why do we live in Ohio?” As a result, we have moved our family to the beautiful lowcountry of South Carolina.
My wife and I enjoy community involvement, playing and coaching several sports, as well as enjoying the sights and sounds of the area. I personally enjoy all sports, both in participation as well as entertainment. I have been running for over 10 years, having competed in Spartan Beast and Tough Mudder on several occasions and the odd half marathon.
I couldn’t be more excited about the opportunity to work with the great team at Somerset Advisory and to begin creating new relationships with our many clients