Sheffield Village Office
My work centers on investment management and big-picture financial planning, particularly for clients in the mid-to-late stages of wealth accumulation and the "retirement red zone"— Many are at a point where they've accumulated meaningful wealth but are asking bigger questions: Am I making the most of what I've built? When can I retire? How should my investments change? Where should retirement income come from? How can I make more tax-conscious decisions? And how do I coordinate all of this into one strategy?
That's where we aim to add value.
We typically work with households with $1 million to $20 million+ in investable assets or income exceeding $500,000, where thoughtful planning can become increasingly important.
Who I Work With
Families & Retirees: Helping families optimize their investments and taxable, tax-deferred, and Roth account “buckets,” evaluate retirement readiness, manage investment risk, and build strategies for turning accumulated wealth into sustainable retirement income.
Physicians & Healthcare Professionals: Guiding physicians, dentists, veterinarians, healthcare leaders, and private-practice owners, including professionals throughout the Cleveland and Columbus healthcare communities. We understand the planning considerations that can accompany high income, employer benefits, practice ownership, and building wealth while managing a demanding career.
Pilots & Air Traffic Controllers: Helping aviation professionals navigate decisions involving TSP and employer retirement plans, pensions, Social Security, investments, retirement timing, and transitioning from wealth accumulation to retirement.
Corporate Leaders & Sales Professionals: Working with executives, managers, and highly compensated professionals at publicly traded companies. I help clients evaluate company stock and equity compensation, concentrated positions, retirement benefits, investment strategy, and the path toward financial independence.
Business Owners: Connecting small and mid-sized business owners to the value they've created in their businesses and their personal financial goals. This includes strategy planning around business valuation and monetization, succession and exit strategies, retirement plans, and ultimately converting business success into personal financial independence.
A Coordinated Approach
Significant wealth often creates financial decisions that cannot be addressed in isolation. Our role is to bring the different pieces of a client's financial life together through financial planning, investment management, and risk management, while considering taxes, estate planning, insurance, employer benefits, and business interests as part of the larger strategy.
When clients have a CPA, tax professional, or estate attorney, we collaborate with them. When additional expertise is needed, we can help identify professionals through our network—creating greater coordination across the client's financial life.
My Background
I entered the financial services industry in 2013 and today serve as President and Wealth Advisor at Strata Financial Group, LLC. I graduated from The Ohio State University's Fisher College of Business with a specialization in Investment Finance and participated in the Student Investment Management Program. My earlier experience includes equity research with Cleveland Research Company, private equity real estate with CityMark Capital, and launching real estate venture RCM Equities.
I hold the Certified Private Wealth Advisor® (CPWA®) certification, with executive education through the University of Chicago Booth School of Business, and the Certified Plan Fiduciary Advisor® (CPFA®) designation, along with Series 7 and 66 registrations and insurance licensing. I am proud to have been recognized as a 2026 Five Star Wealth Manager and to have received the 2025 LPL Ascent Award, reflecting my dedication to delivering thoughtful financial guidance and client service.
Outside of work, I enjoy spending time with my family and 2 children, traveling, exploring restaurants and real estate, golf, softball, and fitness. I participate in Strata's community service initiatives and am an avid Ohio State and Cleveland sports fan. Fun sports nugget – I have attended 23 active MLB stadiums.