I am the founder and owner of The 4:8 Group, a Financial Life Centered Planning firm. Our focus is helping clients achieve their own unique “Desirement” and enjoy a high ROL — Return On Life– along the way. I have been helping clients since 1998.
I treasure the values I learned by growing up in Lorain County and being raised by great parents.
My hope is to encourage everyone I meet to thrive in life — not just survive– and to be on a constant quest to become a better version of themselves.
My passion is demonstrating how, through evidence-based-investing, our clients increase the probability of achieving their goals.
I’ve been married to my wife, Laurie, for over 30 years. We have two daughters and two amazing grandchildren.
In my free time, I enjoy rocking out on the drums with my band, Less Than 88.
It’s my responsibility to make sure your experience with The 4:8 Group is exceptional and one you enjoy. I prepare client reviews and am in charge of client events. Prior to my time with The 4:8 Group I was employed by one of Ohio’s largest heart labs, North Ohio Heart.
I’m very active in charity work. One of my favorite charities is Soul to Sole, which provides shoes to families in Lorain County whose families are facing financial difficulties.
I love spending time with our family and especially treasure my time with my granddaughter, Audriana, and grandson, James.
I have been with The 4:8 Group for more than 14 years. I will probably be the first person who greets you when you enter our office.
As our Office Manager and Client Relations liaison, I play an integral part in office administration and process management, client onboarding and servicing.
I love movies, theatre, and books. I’m passionate about animals and golf. My highest priority is simply spending time with family, friends, and my dog, Apollo, the great Aussie Shepherd.
As the Paraplanner at The 4:8 Group, I specialize in developing Life-Centered Financial Plans for our clients. I strive to make financial planning easy to understand and help clients have peace of mind.
My parents were both educators, they taught me the value of serving others. I am passionate in volunteering with Labre Homeless Ministry at St. Ignatius High School, PSR at St. Basil the Great and serving at West Side Catholic Center.
My family and friends are everything to me, I enjoy going to Browns games, traveling (somewhere warm), and trying out different restaurants in Cleveland.
As a Financial Planner, I implement a holistic planning approach with a specialization in Medicare.
With over 13 years in this industry, I continue to provide my clients a clear scope of their financial future and build strong client relationships.
I cherish the time to be outdoors: at a ballgame, beach, golf course, hiking through the woods at the family cottage, or on a ski trip with family and friends.
I am the 401(k) Relationship Manager for the 4:8 Group, with over twenty years of experience. I’m responsible for Plan Setup, Plan transition, implementation and maintenance of our 401(k) plans.
I’m the first point of contact for the plan sponsor (employer) and for employees. I also serve as the liaison between the employer and record keeper. I assist employees with the enrollment process and any rollovers, loans and general questions regarding the plan.
I enjoy traveling with my family and showing my two sons new cultures. I also love to cook and entertain my family and friends.