89 First Street, Suite 212
Liam provides comprehensive investment planning. If a working relationship is developed, he can work with you to help pursue your goals. For nearly two decades, Liam has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs.
With extensive experience throughout major shifts in the markets, Liam has dedicated his career to delivering the personalized investment planning services his clients deserve. Liam began his career as a Financial Advisor with Prudential Securities in Akron, Ohio, where he developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2003. In 2009, Liam earned the CFP certification by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements.
Liam's passion for learning doesn't end there. Growing up with an uncle who had his own investment firm, Liam learned about investing at an early age. Liam earned his bachelors degree at the University of North Carolina at Greensboro and his masters of science degree from Wake Forest University in Winston-Salem, North Carolina.
Away from the office, Liam spends his free time with his wife, Alice, a Human Resources executive, and their son, Nicholas. They like to stay active both physically and mentally, whether it's fundraising for one of their favorite charities or taking regular trips to Cleveland museums. Liam especially enjoys exercising and golfing.