We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Joined MAI in 2023 as a result of the acquisition of R Karras Planning, where he was a Client Service Advisor
Provides financial planning and investment advice to clients, maintains a transparent and open line of communication while working with clients to fully understand their financial situation and implement the strategy to optimize progress towards achieving their goals
Ohio University, BS in Science
We look forward to learning about your financial goals.