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

  • Spending time with my wife Amy and two English Bulldogs, Xavier & Kona.
  • Enjoying my leisure time with family & friends, traveling abroad and perfecting my culinary arts skill.

Experience

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Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Wealth Preservation Strategies

Education

  • The Ohio State University

My Photos(3 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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