Most people have an insurance agent. Most have a financial advisor. Very few have someone who connects every dot — protecting your assets, your health, and your future, all in one place.
Three pillars of protection and growth — delivered through one trusted advisor who sees the complete picture.
Your home, vehicles, and valuables deserve more than a policy — they deserve a strategy. We match the right coverage to your real life, not just a checklist.
Life happens. The right life, disability, and long-term care coverage ensures that when it does, your family's security never wavers — regardless of circumstance.
Protect what you've built, then grow it. We manage portfolios of stocks, bonds, and mutual funds with a strategy aligned to your risk tolerance and long-term goals.
Most people juggle multiple advisors who never talk to each other. We coordinate every piece — insurance, health coverage, and investments — into one coherent plan.
No more being passed from department to department. One relationship, one phone call, complete answers — whether it's a claim, a policy change, or a market question.
Deep expertise across consumer products, distribution, and financial services — bringing a business operator's discipline to personal wealth strategies.
Based in Southwest Florida and serving Ohio, we understand both markets deeply — from the Gulf Coast lifestyle to the Midwest business landscape.
Whether you're just starting out, raising a family, or running a business — across SW Florida and Central Ohio, we build strategies scaled to your life right now.
From your first apartment to your retirement years, we build protection and wealth strategies that grow with you — covering every asset, every milestone, every risk.
Your family is your greatest asset. We make sure the home you've built, the income you depend on, and the future you're working toward are all protected under one roof.
Protecting your business is protecting your livelihood. We work with business owners to address commercial coverage needs, key-person protection, and owner wealth strategies.
Most people have a financial advisor. Most people have an insurance agent. Very few have someone who truly connects the dots between both — and that's exactly what I do.
With more than 30 years of professional experience spanning consumer products, retail, pharmaceutical distribution, and manufacturing, I bring a business operator's discipline to personal finance. I've built companies, managed teams, and navigated complex markets across SW Florida and Central Ohio — and I apply that same rigor to protecting and growing my clients' wealth.
As Managing Director of Stable Wealth Strategies Corp., I work through Allstate's full suite of personal lines products, life and health coverage, and investment management — giving my clients a single, trusted point of contact for every financial decision they face.
Schedule a ConversationLet's start with a no-pressure conversation about where you are, where you want to be, and what it takes to get there.
SW Florida & Central Ohio · Columbus · Cleveland · Cincinnati
Stable Wealth Strategies Corp.
Allstate Licensed · Investment Advisor
A holistic review of your insurance, health coverage, and investments — no jargon, no pressure, just clarity.