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

  • 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




  • The Ohio State University

My Videos

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    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.


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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.



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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.