
Timeline
About me
Senior Portfolio Manager, Principal at Johnson Investment Counsel
Education

Wright state university
-Bachelor of science (bs) finance (concentration in investments)Activities and Societies: CFA Research Challenge Participant (2012-2013)
Experience

By design lawn and landscape
Apr 2002 - Dec 2010President/ownerWorked as a sole proprietor servicing commercial and residential clients in the Dayton area with mowing, mulching, landscaping and maintenance services. Led, supervised and motivated team members to get the jobs done quickly and efficiently while simultaneously managing the sales and invoicing functions. Took customer satisfaction seriously and retained an excellent average of clients each year.

Living green professional lawn services
Dec 2010 - Sept 2012President/ownerOperating under an S-corp with my wife and Business Manager, Jessica. By Design Lawn and Landscaping was retired in December 2010 to allow for a new image and branding with Living Green Professional Lawn Services. With this new image, we focus primarily on lawn care applications (pesticide and fertilizer applications) with additional services of aeration and seeding. Roles and functions of this position include sales, servicing, marketing and promotion and customer relations.

Johnson investment counsel
Sept 2012 - Jun 2013Portfolio management intern
Johnson investment counsel
Aug 2013 - nowSenior Portfolio Manager, Principal
May 2023 - nowPortfolio Manager
Mar 2020 - Jun 2023Associate Portfolio Manager
Aug 2018 - Mar 2020Portfolio Manager Assistant
Aug 2013 - Aug 2018
Licenses & Certifications

Certified financial planner™
Cfp boardAug 2018
Volunteer Experience
Bell Board Member
Issued by Dayton History on Jan 2017
Associated with Justin Rowden, CFP®Foundation Board Member - Dayton
Issued by Big Brothers Big Sisters of America on Aug 2018
Associated with Justin Rowden, CFP®Board Member
Issued by CFA Society Dayton on Jun 2019
Associated with Justin Rowden, CFP®Investment Committee Member - Aileron Foundation Board
Issued by Aileron on Sept 2020
Associated with Justin Rowden, CFP®
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