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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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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

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
View Definitions

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

1913 Piqua Flood

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.