CA insurance license #0M65497. Resident state OH.
JD is dedicated to providing justified confidence not only to his clients, but also to their families so they too can experience true wealth. To JD and his team, true wealth is more than money; it is an abundance of those things that matter most.
Originally from Lake County in Madison, OH, it was not until after starting with Wells Fargo Advisors he made the brave trip crossing the Cuyahoga River to the west side of Cleveland. JD attended Lake Erie College; while playing baseball, he received his BS and MBA in Business Administration. He continues to stay involved with his alma mater, currently serving on their Board of Directors and member of their Finance & Investment Committee. He served as President of the National Alumni Board for three years. JD also enjoys playing vintage baseball for the Cleveland Blues using rules from the 1860’s. Heading to the Metroparks with his wife Chrissy, son Theo, daughter Kinley and golden retriever Parker is always a top choice for the family.
JD will tell you the favorite part of his job is listening to the life stories of his clients. Seeing the unique path of each client and then having the privilege of becoming a part of that journey is what gives him the satisfaction in his work. JD enjoys a good cup of coffee and is always willing to sit down and listen to your story.