I am the proud Owner, Partner, and Financial Advisor at PG Financial Partners, where I specialize in holistic financial planning.
One of my greatest joys is guiding people from a place of financial uncertainty to a state of confidence and educational awareness about their finances and future goals. This involves taking complex financial topics and explaining them in a way that allows clients to fully understand their situation and options. This empowers our clients to make informed financial decisions that align with their family's best interests. Through working with us, our clients feel empowered and knowledgeable about their financial situations, enabling them to lead happier lives surrounded by their family, friends, and community.
My journey in the financial services industry began in 2015, but before diving into this rewarding field, I worked with the Columbus Blue Jackets right out of college.
I have since obtained a variety of licenses, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and I am also a SmartVestor Pro.
I graduated college from Ohio University, and it was during this time that I met my wife Jessica.
I grew up in New Concord, OH but now reside in Southern Delaware, where I live with my wife, and our two wonderful daughters, Danielle and Evalina.
Outside of work, I am actively involved in our community through the Delaware Life Point Church, the Delaware YMCA, and Buckeye Valley Youth Sports, where I support programs that my kids participate in. I also enjoy playing golf and I love spending time at Seneca Lake with my family and friends to enjoying day out on the water. I am an avid fan of Cleveland sports, closely following each team.
