My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Interests

  • Travel, backpacking, fishing, juggling and wine tasting.

Community Participation

Past President, Piqua Community Foundation

Piqua Area United Way 2012 Campaign Chair

Past Chapter Chair, American Red Cross of the Northern Miami Valley

Board Member, Northland College Alumni Association

Areas of Focus

  • Charitable Giving
  • Family Finances
  • Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies

Experience

29
99 View scores
 
 
 

Awards & Recognition

  • Better Business Bureau Accredited1
  • Ameriprise Circle of Success, 19 years
  • The Clara Barton Honor Award for Meritorious Volunteer Leadership, Lifetime Achievement Award presented by The Boad Emeritus Northern Miami Valley Red Cross.
  • The Dean's Hall of Recognition of Northland College, Lifetime Achievement presented by Dean of Student Affairs
  • Ameriprise Diamond Ring Club, 1991

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA™  Certified Divorce Financial Analyst
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Education

  • BS, Michigan Technological University, Houghton, MI
  • BA, Northland College, Ashland WI
  • International Board of Standards and Practices for Certified Financial Planners

Files for Download

My Videos

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My Photos Show Thumbnails

Our road rally participants.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.