Ohio Valley Region
Kentucky, Ohio, Tennessee
Ted is dedicated to developing long-term relationships with his clients as he helps them determine their objectives, develop a plan, and deliver solutions. He focuses on educating his clients and providing clear explanations and up-to-date information in a way that is easy to understand. Throughou his time in the industy, he has earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. He holds FINRA Series 6 and 63 licenses, in addition to numerous insurance licenses.
Ted graduated from Miami University in Oxford, OH, with a B.S. in finance, and today, Ted and his wife Kim have two grown sons They reside in the Village of Mariemont, outside the city of Cincinnati, OH. He enjoys training for triathlons and traveling to see his sons in San Francisco and Atlanta.