Money can solve a lot of problems - but it can also create new ones. I learned this early in my career as a financial advisor. I'd see clients come in with a team of professionals - a CPA here, an attorney there, an insurance advisor somewhere else - all working in silos, rarely talking to each ...more

Money can solve a lot of problems - but it can also create new ones. I learned this early in my career as a financial advisor. I'd see clients come in with a team of professionals - a CPA here, an attorney there, an insurance advisor somewhere else - all working in silos, rarely talking to each other. The result? Gaps everywhere. Missed opportunities. Conflicting strategies. Important details falling through the cracks. And my clients stuck in the middle, trying to coordinate it all themselves while managing their careers, families, and everything else life demands. That's when I realized: people don't just need more advisors. They need someone to bring them all together. Today, as a Private Wealth Advisor at Venture Visionary Partners - a $5 billion RIA based in Toledo, Ohio, with a growing presence in Bonita Springs, Florida - I help successful individuals and families navigate what I call the Wealth Complexity Gap™. It's that place where your financial success has created more decisions, more moving parts, and somehow... less time to deal with any of it. My approach is simple: I don't just manage investments. My goal is to become your strategic partner - the person who coordinates your entire financial team (your CPA, attorney, insurance advisor, and anyone else in your corner) - to make sure nothing falls through the cracks. If you don't have that team yet, I can help you build it. I call it the Family Office Experience, but really, it's about striving to give you something more valuable than returns: confidence. Confidence that your financial life is aligned with what matters most to you. Confidence that someone's looking at the big picture while you focus on living your life. One of my priorities is cultivating an external network of professionals - not just attorneys and CPAs, but specialists in family governance, aviation, business valuation, and other areas that matter to my clients' unique circumstances. I receive no referral fees or compensation for these connections - it's simply part of how I close gaps and create opportunities for my clients. This network allows me to help my clients access the right expertise at the right time, creating comprehensive solutions tailored to their unique needs Because at the end of the day, this isn't just about wealth. It's about Money Well Planned™.less