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.

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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.

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

Experience

8

Education

  • The Ohio State University

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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.