With a financial services career that dates back more than 33 years, having 5 securities licenses and being a Managing Principal of our firm has allowed me the opportunity to help my clients strive for financial success.
When it comes to financial planning, each clients’ situations and goals are unique. An individualized approach is necessary in developing a game plan by pairing time-tested strategies with actuarial science.
Establishing Maxim Financial Group in 2001 presented us the opportunity to create a fully independent wealth management firm. This open framework allows every decision to be based on the clients’ best interest. We believe five-star service is the foundation in building long-term relationships. Utilizing the latest technology has given us the capability to interact with our clients in a variety of ways.
My passion is in building our multigenerational practice in the Greater Cleveland area with my boy/girl twins, Grant and Lauren. Having them as Directors in the firm enables Maxim Financial Group to continue being an innovator in the industry. I am proud to take this second-generation firm to the next level.