At Ankerstar Wealth, we prioritize two things for our clients:
- Rapid Response to Client Concerns
- Maximizing Life by Maximizing Wealth
We want our clients to feel heard and know that they are being serviced based on their unique situation. We want to partner with you in maximizing your life by alleviating some of the worry associated with managing your own wealth, but also by doing our best to put your money to work for you.
My journey is a testament to the power of passion and dedication. As a student, I was captivated by the intricate world of mathematics and financial models. This fascination laid the foundation for my career aspirations, embracing a disciplined approach of investing both time and money towards the future. My commitment to led me to serve in the Ohio National Guard as a Combat Engineer, a decision that reflects my dedication to both personal growth and community service.
With over 30 years in the corporate realm across consulting, manufacturing, and healthcare, I have come to a profound realization: while achieving company objectives is essential, the true essence of job satisfaction lies in the philosophy of People Helping People. This principle has guided my approach to client relationships, where I strive not just to meet, but to exceed expectations.
In my role, I am devoted to enhancing the financial well-being of all clients through innovative investment strategies. By skillfully managing hard-earned resources, success means transforming "stored labor" represented in dollars into opportunities for a more liberated and fulfilling life.
My academic background includes a Bachelor of Science in Business Administration from the Ohio State University, an MBA from the University of Michigan-Flint, and a Masters in Christian Leadership from Liberty University. These qualifications not only reflect my commitment to continuous learning but also equip me with a diverse skill set to serve my clients effectively.