Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Employee Stock Options
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

  • Bachelor of Arts, Economics, Hiram College, 1984-1988

Community participation

  • The Aultman Foundation - Economic Development Committee (www.aultmanfoundation.org)
  • Finance Committee- Canton for All People
  • Finance Committee- St Paul Catholic Church
  • President- Greenwich Place Home owner's Association

Interests

- Spending time with my wife our kids and our boxer

- Exercise

- Golf

- Bourbon and Wine Tastings

My photos

4 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.