I became a wealth advisor to make a meaningful impact on people's lives—helping them retire with confidence, build wealth strategically, and create financial plans that actually reflect the lives they want to live.
The work I do every day comes from a personal place. My dad worked hard. Too hard. He poured everything into his career, always working toward "someday." Someday we'd take that trip. Someday he'd slow down. Someday he'd enjoy what he'd built. Someday never came. That experience shaped how I think about financial planning—and why I started Afia.
My Expertise
I specialize in retirement planning, investment management, and tax-efficient wealth strategies for:
- Pre-retirees building toward a confident retirement transition
- Retirees managing RMDs, Social Security claiming, and long-term income planning
- Business owners preparing to sell their company and transition into retirement
- High-income professionals and families looking for tax-sensitive investment strategies
- Small business owners coordinating personal and business financial strategies
Navigating market volatility, tax planning, and wealth preservation can be overwhelming. My goal is to replace financial anxiety with clarity—building plans that bring structure and confidence to the decisions that matter most.
My Approach
I believe financial planning is about more than numbers. It's about understanding your values, your goals, and the life you actually want to live. Whether you're planning for retirement, managing investments, or building a long-term legacy, I provide clear, strategic guidance tailored to your specific situation—as a fiduciary, with your best interest always at the center.
About Me
I grew up in Berea, Ohio, with stretches of life spent in North Carolina and Illinois before returning home to Northeast Ohio. Cleveland is where I'm rooted, and where I'm raising my family.
Outside of work, I love cooking, taking on home projects, and managing real estate investments. My wife is a functional medicine dietitian, and we're expecting our first child. We share our home with a corgi and two cats—who all believe they're in charge.
Let’s Connect
At Afia Wealth Management, I'm committed to helping you build a secure retirement, grow your investments, and create a financial plan that actually fits your life.
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