Director, Business Development
As the Director of Business Development at Fairway, I help introduce Fairway’s full scope of wealth management services to the community at large. Meeting directly with potential clients as well as with centers of influence and the business community, my role is to begin to understand your financial needs and then to connect you, to the most appropriate members of Fairway’s wealth management team. I then work to help establish trusting relationships and coordinate the team of subject matter experts who create tailored financial plans so that your investments, tax strategies and long-term financial and estate plans align to achieve your financial goals in the most tax-efficient manner.
Since 2003 I have worked as a Private Banker at Morgan Stanley, UBS and Wells Fargo Advisors consulting with high-net-worth clients and families on decisions to best meet their financial goals. I understand the importance of Fairway being a fiduciary advisor, with our duty to always put the best interests of the client first as a better alternative to traditional investment brokers who operate under a “suitability” standard. I also recognize the tremendous benefit of Fairway’s holistic approach, after working for many years in a brokerage world primarily just focused on investments.
My wife, Tonya, and I moved to Cleveland in 2000, where we raised three daughters who keep us busy with every new phase of their lives. Tonya and I love to travel with our family and are foodies that enjoy exploring all the incredible restaurants that Cleveland has to offer. We are Premier League English Football fans and members of the Chelsea Football Club in Cleveland. I also coach lacrosse to middle school boys for Avon Youth Lacrosse program. I get my mornings going with two cups of Joe straight up.