My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.



  • 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.

Areas of Focus

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




  • The Ohio State University

My Videos


My Photos Show Thumbnails

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.