P.J.’s main goal is to help empower the DayMark team’s clients and their families in achieving their goals throughout the changes of life. He also partners with clients to help navigate the family wealth dynamics and governance across the generations. P.J. works with clients and their other trusted advisors to help them build and sustain their wealth using collective intelligence and collaboration. He wants to ensure changes made during times of stress are well thought out and reflect client’s risk sensitivities and management discipline. Holding the client experience in the highest regard, P.J. is committed to communication, trust, and transparency. The DayMark process of simplifying the complexity of wealth for a select number of affluent families requires us to keep very strict metrics on the number of households we service.
P.J. has previously worked for Merrill Lynch and Wells Fargo. He worked for Merrill Lynch for 11 years, and in 2003 formed a partnership with Bob Prangley. They moved their partnership to Wells Fargo Advisors in 2007. He holds a series 7, 63, and 65 registrations. In 2020, P.J. obtained the Certified Private Wealth Advisor designation from the Investment Wealth Institute. The CPWA designation requires adherence to a strict code of ethics and ongoing additional education to maintain the designation. Attaining this designation signifies his commitment to clients and helping them manage the dynamics of wealth by taking a holistic and multidiscipline approach.
A graduate of Miami University with a B.A. in Political Science, P.J. has lived in Cincinnati for more than 20 years. P.J. was a college athlete and was involved as a coach with Cincinnati Moeller’s wrestling program in the past. He is currently a HOST mentor at Oyler School in Lower Price Hill, working on a weekly basis with students from first to third grade on reading and comprehension. P.J. and his wife Sara have eight children and live in Loveland, OH.