About Me My Story
With over 37 years of experience leading a family of multi-dimensional wealth management, risk management, and trust services firms, I have had the privilege of learning not only how to grow a business, but also how to serve clients and their families in a more holistic way. This stretches far beyond dollars and cents for clients, but instead involves servicing them in a way that aligns their long-term goals and values through a holistic planning approach. Through this never-ending commitment to helping families connect their wealth with their ultimate purpose, and a strategic focus of how to be more for client families, our firms have enjoyed tremendous success. Our registered investment advisory firms each have over $3 billion in assets under management, our life insurance and estate planning practice services over $14 billion of inforce life insurance death benefit. This combined, with the establishment of our own trust company has enabled our clients to come to one place to serve all parts of their financial life.
Outside of the office, I am a grateful husband to my wife Kathy, of 32 years, and father to 5 children, ranging in ages from 17-30. I am also a proud alumni of Hillsdale College and currently sit on its Board of Trustees. I am also extremely passionate and active in the Northwest Ohio community supporting various organizations and causes including but not limited to ProMedica, Mercy Field, Central Catholic High School, The Toledo Humane Society, Hillsdale College, Lourdes University, The City of Hope, the University of Toledo and many others.
