Experience:    
   •   Retirement plan design, installation and service,
       1999 - present.
   •   Individual Financial Analysis, 2000 - present.
   •   Frequently speaks on Retirement Planning,
       Estate Planning and Individual Financial
       Planning topics.

Education:    
   •   Bachelor of Science, Magna Cum Laude;
       Business Administration, Finance; University of
       Toledo.
   •   Juris Doctor, Capital University Law School.
   •   Certified Financial Planner (CFP®).

Interests:    
   •   Member, Society of Financial Service
       Professionals since 2000.
   •   Member, Columbus Bar Association since 2003.
   •   Member, Leadership Worthington.