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.

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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.
  • I currently serve on the Board of Trustees of both The Ohio Masonic Home and The Ohio Masonic Home Benevolent Endowment Foundation.

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Experience

Professional Associations

  • Northeast Ohio Chapter of the Financial Planning Association