About

My training began at an early age. I was raised by a single mother and money was tight. I had what I needed, but the extras were rare. She worked hard and always put others first. In addition to her full-time job, she held various part-time jobs for extra funds. I worked with her on these jobs – from delivering newspapers when I was young to cleaning an office building when I was a little older – and we split the earnings.

When I was a teenager, I asked my mother if she’d help me open an investment account, which is something she never had herself. I rode my bike to the bank in downtown Sandusky whenever I had enough money to add to my mutual fund account. The stock market was amazing in the 90’s so this was positive reinforcement to keep at it. When I was 18, my mother decided I was ready to take over the finances. She cashed her paychecks and gave me most of the money. She also gave me all the bills and I had to figure out how to make the money stretch.

After high school, I attended BGSU & Terra. I took classes during the day and worked midnight shift at a local factory. After doing this for about 2 years, I got a call from a recruiter to work for an insurance company. I’ve always been intrigued by finance so I decided to give it a shot. While I can’t say that I enjoyed this career move, it did provide me a great foundation for the advisor that I am today. A couple of years into my insurance career, I was asked to apply to take over the office. Long story short - I finished second.

It was then that I reached out to the stock broker who helped me open that investment account when I was a kid. I asked if we could schedule a time to chat so I could learn about how I could take my career in that direction. He bought me lunch and told me of a few places that he thought might be hiring. I later found out that he had called someone at Fifth Third Bank and recommended that they give me a shot. Fifth Third did give me that shot in 2002. I spent about 15 years working at the bank. For the last 12 years, I’ve spent most of my time working in Fremont & Gibsonburg. I’m continually amazed at how my clients from this community accepted me, even though I was from Sandusky and still live there today.

Over the last few years, I felt like things were changing. The financial industry seemed to care less about people. I thought long and hard about how I could continue to serve this community in a way that I felt was best for clients. How to do it in a way that would have made my mother proud. That’s why I founded Vault Investment Partners. My goal is to positively impact the community by helping our clients move towards financial freedom. When it was time to find a location, there really wasn’t much of a choice. I wanted to invest back in Fremont, just as Fremont has invested in me since 2005.