Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • M.B.A., 1992, Finance, Miami University, Oxford, OH
  • B.S., 1991, Finance, Miami University, Oxford, OH

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2023

Community participation

Council of Smaller Enterprises (COSE)

COSE is the region’s largest small business support organization and provides cost-effective group purchasing programs, advocacy on legislative and regulatory issues, networking and educational resources to help Northeast Ohio’s small businesses grow.

Impact Team Sports, Inc.

Co-Founder and Board Member

Impact Team Sports, Inc. is a non-profit organization that strives to provide high quality team athletics at an affordable cost for young athletes to help build and strengthen their responsibility, accountability and character through passionate instruction and leadership.

Interests

  • My children's cross country, basketball and baseball teams
  • Travel, fine dining and wines
  • Hiking, Bicycling
  • Reading
  • Photography