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My Approach

Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.

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Interests

  • Spending time with my wife Karri, son Colin and daughter Kendall.
  • Watching the Professional Baseball, as well as Professional and College Football.
  • Attempting to golf whenever time and weather allow.
  • Working out.

Community Participation

Schey Sales Centre at Ohio Univeristy "Lifetime Friend Award" - 2008

Scehy Sales Centre Alumni Society at Ohio University, 1st Annual, "Alumus of the Year Award" - 2011

Areas of Focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Family Finances

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2011
  • Ameriprise Client Satisfaction Award1, 2009

Qualifications

  • CEP®  Certified Estate Planner
  • Chartered Retirement Planning Counselor SM
  • CLTC  Certified Long Term Care
  • Accredited Asset Management SpecialistSM
  • Member, Financial Planning Association
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Education

  • Ohio University, Athens, Ohio ; Bachelor of Business Administration, 2000
  • Ohio University, Athens, Ohio ; Minor in Interpersonal Communication, 2000
  • Ohio University, Athens, Ohio ; Certificate of Sales, 2000

My Videos

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    Active Diversified Portfolios®...

    These professionally managed portfolios feature an active investment approach that uses risk management, asset allocation and reallocation to help deliver consistent returns over time.

    (6:26)

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My Photos Show Thumbnails

Wayne and Mitzi talking with Jim White from Hines Real Estate Investment Trust. (R.E.I.T.)

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.