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.


Traveling, 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. Winner of The Clara Barton Honor Award for Meritorious Volunteer Leadership.

Board Member, Northland College Alumni Association


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Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances

Awards & Recognition

  • Better Business Bureau Accredited1, 2010-Present
  • Ameriprise Circle of Success, 1997-2013
  • Ameriprise Diamond Ring Club, 2004


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  • B.A., Northland College, Ashland WI, 1977
  • B.S. Forestry, Michigan Technological University, Houghton, MI, 1979

Workplace Education

These days, personal finances can be a source of stress and a distraction for employees. In response, employers are searching for ways to help them maximize their income and benefits potential so they can stay focused on their jobs.

Offered as an employee benefit, the Ameriprise financial wellness program can help employers promote financial confidence among their workers by educating and advising them on:

• Managing everyday expenses

• Making the most of their company benefits

• Planning for retirement

Our financial wellness program offers practical advice, educational workshops, tools and resources that can help employees make informed financial choices and be happier, healthier contributors to their workplace.

My Photos(4 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.

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My Videos(6 videos) X

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