I was drawn to Fairway by the opportunity to work with clients on an array of financial topics, and as a Wealth Manager, I can do just that. My primary role is focused on listening to clients and then building a plan with them as a “quarterback” for their financial enterprise. That could mean tax planning, portfolio management, cash flow planning, estate reviews, education planning; each season brings something different. Along with my role as a Wealth Manager, I function as our internal technology and software leader at the firm.
As I began my career in 2008, my focus was almost solely on tax planning and compliance. That continued when I moved to Ohio in 2011 to take a position in the tax department at Brockman, Coats, Gedelian & Co. in Akron. My role there focused on tax management for family wealth enterprises and their closely held businesses. The expertise I developed translated well as I began working with Fairway several years later.
My wife, Chelsey, and I live in Sagamore Hills with our daughter, La’Nya and son, Charlie. In my down time, I enjoy hiking and playing games with the family, sports, backpacking and fly fishing. I enjoy reading on just about any topic, but especially history and politics. My mornings have to start with a tall thermos of black coffee.