I'd like to help you and your family realize your financial goals by providing personalized service and wealth management advice from a variety of sophisticated resources. I'll focus my experience, philosophy and resources on one objective: to help you manage your financial picture wisely. I am committed to providing you a variety of value-added services including:
- Tailoring a wealth management program to fit your personal objectives
- Helping you understand and manage risks that accompany your situation
- Offering personalized services with courtesy and responsiveness
- Developing a long-lasting relationship with you through integrity, confidentiality and accountability
- Certified Retirement Plan Professional (PRP)
The Plan Sponsor Institute
New York, NY
- Financial Planning Specialist Designation
Smith Barney
- Certified Investment Management AnalystSM
Wharton School of Business
Philadelphia, PA
- Certified Investment Management ConsultantSM
George Washington University
Washington D.C.
- Corporate Client Group Director
Smith Barney
- Senior Investment Management Consultant,
Consulting Group Graduate School of Investment Management
Dallas, TX
- Accredited Investment Fiduciary Auditor (AIFA) Program
University of Pittsburgh
Katz Graduate School of Business
Pittsburgh, PA
- Master of International Management - Finance
Thunderbird (American Graduate School of International Management)
Phoenix, AZ
- B.S. - College of Architecture and Environmental Design
Arizona State University
Tempe, AZ
- Annuity, Long Term Care & Life Insurance Licenses
- Portfolio Manager Certified
- SB Corporate Retirement Plan Regional Coordinator and Qualified Retirement Plan Consultant
-
2006 Presidential Volunteer Service Award Winner for 100+ Hours of annual volunteer activities with various Regional Non-Profit Organizations such as Big Brothers Big Sisters, The Culver Educational Foundation and participating in Junior Achievement in order to Teach Elementary Students Basic Principles of Money.
- One of a small number of professionals in Ohio to earn the Certified Retirement Plan Professional Designation (PRP) from the Plan Sponsor Institute in New York, NY
- 2005 Dayton Business Journal "40 Under 40" Award Winner
- Part of a small elite group of professionals in Ohio as an Accredited Investment Fiduciary Auditor
- One of only a small number of people in the United States to have earned
both the Certified Investment Management ConsultantSM (CIMC) and Certified
Investment Management Analyst (CIMA) Designation
- Awarded 4 John F. Miller Academic Scholarships while at Arizona State University
- While earning a Master Degree majoring in International Finance, selected as one of a few students to study under Sir Patrick Duffy (Former President of N.A.T.O. and Member of British Parliament in House of Commons)
- Selected to Appear in the Following Media Circles:
CNN Radio, NBC Today Morning Show, Regional Newspapers, and multiple industry periodicals such as Plan Sponsor Magazine and Financial Planning Magazine
- Private Banking
- Asset Management
- Art Advisory
- Estate Planning
- Retirement Planning
- Wealth Management
- Fixed Income
- Lending Services
- Municipal Bonds
- Philanthropic Services
- Trust Services and Accounting
- Corporate Pension Funds
- Taft-Hartley Plans
- Endowments and Foundations
- Corporations
- 529 Plans
- Investment Management Consultants Association (IMCA)
Denver, CO
Chicago, IL
- Center for Fiduciary Studies
Pittsburgh, PA
- Society for Human Resource Management (SHRM)
Alexandria, VA
- Miami Valley Human Resource Management (MVHM)
Local SHRM Chapter
Dayton, OH
- Big Brothers / Big Sisters
Dayton, OH
- The Dayton Art Institute
Jefferson Patterson Society
Carnell Circle
Planned Giving Committee
Dayton, OH
- Junior Achievement
Volunteer Teacher
Patterson Kennedy Elementary School
Dayton, OH
- Culver Educational Foundation
Culver, IN
- The Daily Standard Newspaper
Financial Column Author
Celina, OH
- Miami Valley Club Invitational
Established 1994
1998 - 2001 Tournament Chairman Benefiting the "Evans Scholar Foundation" which provides undergraduate scholarships for deserving caddies
- The Plan Sponsor Institute
New York, NY
- Miami Valley Youth Soccer Association
Board of Directors
Dayton, OH
- Please click on special reports for information on how your account is protected at Smith Barney.
- Buy American. I Am. By Warren Buffett. Click Here. Please note that by clicking on this URL you will leave Smith Barney and enter a website created, operated and maintained by a different entity.
- The finest compliment we can receive is a referral from our friends and clients.
The Bidwell Group is licensed in the following state(s): AZ, CA, FL, GA, IA, IL, IN, KY, MI, NJ, NY, OH, PA, SC, TN, VA, WV
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
