Ted began working in the financial services nearly 30 years ago, and he uses this experience in focusing on helping families—both in retirement and the preparation for retirement—meet their financial goals. These services include retirement income strategies, estate planning, college savings, and long-term care insurance, to name a few.
Ted graduated from Kent State University in 1989 with a Bachelor of Business Administration. In addition, Ted holds Series 7, 63, and 66 securities licenses as well as Life, Health, and Annuity Insurance licenses. He also completed the College for Financial Planning’s Professional Education Program in 2001.
Ted is a lifelong resident of Mentor, and lives there with his wife, Mary, and their two sons, Michael and David. In his free time, Ted helps coach his son’s basketball team. He also enjoys golfing and skiing, and he is a dedicated member of St. Mary of the Assumption in Mentor.