- “Designing Key Employee Distribution Plans”
- “Avoiding Unexpected Violations of Fiduciary and Investment Rules”
- “Retirement Plans – Participant Loans”
- “Creative Pension Strategies”
- AV® Preeminent Rated by Martindale-Hubbell
- Selected for inclusion in The Best Lawyers in America© 2015 to 2022 for Closely Held Companies and Family Businesses Law, and Trusts and Estates; named the Best Lawyers® 2020 Closely Held Companies and Family Businesses Law “Lawyer of the Year” in Columbus
Professional Associations
- Ohio State Bar Association
- Columbus Bar Association
Community Activities
- Central Ohio Radio Reading Service, volunteer reader
- Lacrosse Association, lacrosse coach for Upper Arlington