As the founder and lead financial advisor at Journey Financial, I bring over two decades of financial guidance built on a fundamental belief: your financial plan should serve you, your family, and your goals. As a financial team, we create financial success that is built on absolute trust and unwavering protection.
My path to financial advising began unexpectedly. I earned my Bachelor’s degree in Mechanical Engineering from The Ohio State University, where I developed a deep appreciation for structured problem-solving and analytics. But I soon realized my true calling was working directly with people, using my love for numbers to tangibly improve their lives.
During my 17 years with a Catholic fraternal insurance provider, I saw firsthand how mixing faith with financial products can compromise objectivity. Shared values should build trust, but when acting as a captive agent and tied to proprietary products, they can hide real conflicts of interest with a temptation to use faith for financial gain. In 2020, I chose to go independent so I could stand purely on the client's side of the table—offering unbiased advice and unconstrained solutions. With no corporate limitations, my clients and our relationships come first.
My dedication to safeguarding wealth isn’t just professional; it is deeply personal. Early in my professional career, I realized what is truly at stake for families in financial planning. Growing up in a large family on a farm, I witnessed firsthand the painful friction that occurs when legacy assets are distributed unequally. Seeing how this can devastate a household sparked a lifelong passion in me: ensuring that both family and business succession plans are structured with fairness, clarity, and care. Whether guiding a family passing down wealth or a founder transitioning a company, my goal is always to create unity, prevent division, and protect relationships for generations to come.
Today, Journey Financial operates as a collaborative powerhouse. I lead a growing team of specialists across every key area of wealth management, allowing us to deliver comprehensive strategies for all individuals, families, and business owners. I believe everyone deserves access to safe, reliable guidance, so we’ve developed interactive digital tools on our website that empower emerging investors to map out their financial footing; leading them to connect with our team for a simple, efficient solution matching our clients goals and objectives. Whether you are navigating complex wealth preservation, scaling a business, or simply looking for an advisor who puts your security above all else, my team and I are here to guide your journey with clarity, protection, and uncompromising integrity.