3130 Winding Woods Drive
Certified Financial Planner®
A.W. has had a Financial Planning practice since 1999. He started with Lutheran Brotherhood in 1999 and has developed many relationships and helped many families since then. In 2004 he completed the prestigious Certified Financial PlannerTM (CFP©) designation after rigorous coursework and passing a 10-hour comprehensive test of his knowledge. The CFP© designation requires 30 hours of Continuing Education every other year as well as holding him to the highest standards for competence and client care. He is required to fulfill all of his Financial Planning and Advisory work as a Fiduciary for his clients.
Prior to becoming a Financial Planner A.W. was a very successful General Manager and Regional Manager of a retail chain for 20 years.
A.W. is widowed. He and his wife Sandy were blessed to have a son, Austin, who has completed an Engineering Degree at the University of Dayton and is now working on his Masters Degree in Aerospace Engineering at The Ohio State University.. A.W. spends his free time with family & friends as well as bowling, scuba diving, motorcycle riding, and the occasional round of golf.