- 20+ years of experience in the Financial Services Industry
- Certified Senior Advisor
- Life Underwriters Training Council Fellow
- Former Members Chairman of the National Association of Insurance and Financial Advisors. (NAIFA)
- Certified College Planning Relief Specialist
- Ohio State University Alumni
I have been a guest speaker for groups as small and intimate as a local churches and schools, as well as big multi-billion dollar Corporations. I have spoken at a variety of colleges, institutes and universities and have traveled this land from one side to the other to share vital knowledge and information needed by so many.
I've been serving as President and Chief Executive Officer of SRS Wealth Management, Inc. since 2007 with operations in Ohio, North Carolina, Indiana, Pennsylvania, Texas, Oklahoma, and Tennessee.
On a personal front, I've been married for 20+ years to my high school sweetheart, Amy, with two lovely children. I'm extremely active in the community and my church.