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My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

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Interests

  • I enjoy spending time with my family, Dona, Ellie, Matt, and Luke.
  • I am an avid fisherman. I take an annual trip to Alaska, and am a member of the Briarwood Trout Club.

Community Participation

  • Active member of Stonybrook United Methodist Church
  • Member of the Gahanna Jefferson Education Foundation School Business Advisory Council

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance

Experience

Awards & Recognition

  • Ameriprise Chairman's Advisory Council, since 2006

Education

  • Bachelor in Education, The Ohio State University
  • Master in Education, Bowling Green State University

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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.