My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

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

Experience

? 31 ? 96 View scores
 
 
 

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

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

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

Files for Download

My Photos(5 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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