I am an attorney with Creative Planning Legal, PA, one of the largest estate planning practices in the country. I have been helping individuals and families plan for their futures for over twenty years. I reside in southwest Ohio with my wife and our dog.
Licenses / Certifications
Admitted to the Bar in Ohio, Indiana and Kentucky
What inspired you to get into this line of work?
I enjoy focusing my practice on proactive legal steps to help clients avoid expense and inconvenience and provide peace of mind about the future.
What's one piece of insight you wish all families knew?
An estate plan need not be complicated. The important thing is to have a plan in place that addresses individual needs and concerns, whether that is simply avoiding the expense, time and publicity of probate or providing a structure to transfer and protect assets for loved ones.
What excites you most about working with Addio families?
Because Addio families are already taking a significant step to plan and provide for their futures, I look forward to helping them go further to accomplish their goals.
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