
Timeline
About me
Founder at Compass Financial Strategies
Education

Clear fork high school
1985 - 1988Activities and Societies: Football, Track, Drama, National Honor Society, Academic Achievement, Choir

Buckeye south high school
1984 - 1985Activities and Societies: Football, Track

Kent state university
1988 - 1992Bachelor of science (bs) aeronautics/aviation/aerospace science and technology, general
The american college of financial services
2020 - 2022Master of science - ms financial planning and services 4.0Concentration in Retirement Planning
Experience

Cincinati bell long distance
Jan 1994 - Jan 1995Sales representativeSold long distance phone services to businesses in a 3 state area.

Ikon office solutions
Jan 1995 - Jan 1996Lead service technicianServiced mid-level copiers and office machines while serving as a lead technician, advising other technicians on difficult service issues. Handled dedicated key accounts in the Columbus area including Abbott Labs.

Mateer ford
Mar 1997 - Oct 1999Sales representativeSold new Ford cars & trucks as well as used vehicles, and arranged customer financing.

Ohio national financial services
Sept 1997 - May 2001Broker agentRepresented Ohio National life and disability insurance, annuities, retirement plans, and securities on a part-time basis.

Friends business source
Oct 1999 - May 2001Sales representativeSold office supplies and furniture on a business to business basis. Oversaw the inventory, ordering and management of the Mansfield office furniture showroom.

Nationwide insurance
May 2001 - May 2007Associate agentWorked for two Nationwide exclusive agencies, primarily in the financial services area, but also became well versed in the property & casualty insurance business.

Allstate
Aug 2007 - Aug 2010Exclusive agentOversaw all aspects of operating an exclusive Allstate insurance & financial services agency.

Compass insurance
Jun 2010 - Dec 2022FounderI help families and business owners implement the proper risk management program to protect their income and assets.

Compass financial strategies
Jun 2010 - nowFounderSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.Third-party posts found on this profile don't reflect the views of LPL Financial and haven't been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less
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Mental health & recovery board (mhrb) of ashland county
Mar 2021 - nowBoard member
Licenses & Certifications

Certified exit planning advisor®
Exit planning instituteNov 2024- View certificate

Retirement income certified professional®
The american college of financial servicesJan 2021 - View certificate

Certified plan fiduciary advisor (cpfa®)
National association of plan advisorsSept 2024 - View certificate

Msfp - master of science in financial planning
The american college of financial servicesDec 2022
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