I am a partner with Skoda Minotti Financial Services, and I have had the pleasure of spending over 40 years throughout my career assisting clients with their comprehensive financial planning needs, including retirement planning, asset management, individual insurance and business insurance. Prior to joining Skoda Minotti in 2001, I spent 25 years in private practice.
I focus my efforts on working with clients that are experiencing life-changing events—both positive changes and otherwise. These can include marriage, divorce, the loss of a loved one, the sale of a business and more. Regardless of the life-changing event in question, I take great pride in helping my clients plan and organize their financial affairs.
I am licensed as a registered representative with ProEquities, Inc. in all lines of insurance and as an investment advisor. I received my Certified Senior Advisor (CSA) designation in 2002. I am a member of the International Association for Financial Professionals, the National Association of Financial Planning and the Society of Financial Service Professionals.
Over the years, I have received industry honors such as The National Quality Award and the National Sales Achievement Award. I am also a life member of the Million Dollar Round Table.
I am proud to be an active member of my community. I am a board member and officer of the Deepwood Foundation, board member of the Euclid Schools Foundation and a former board member of the Lake County United Way. I am also a proud graduate of Miami University.
You can contact me at 440-449-6800, email@example.com or by using the form the below.
A Registered Investment Advisor Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member FINRA & SIPC, Skoda Minotti is independent of ProEquities, Inc.