My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Interests

  • I enjoy playing golf as often as I can.
  • I have had an interest in photography for many years.

Community Participation

  • I am a member of the Masonic fraternity and a Past Master of Theodore Breck Lodge #714.

Experience

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Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • BBA, Finance, Kent State University, Kent, Ohio

My Videos(2 videos) X