My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement 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. Your responses can help jumpstart our conversation.

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Interests

  • Spending quality time with my family and friends
  • International Travel
  • Golfing
  • Biking
  • Weightlifting
  • Boating
  • Reading

Community Participation

  • Involved with activities at Turtle Lake Elementary School

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Investments
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Experience

19
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Awards & Recognition

  • Ameriprise Circle of Success, 2009
  • FIVE STAR Wealth Manager1, 2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • FINRA Series 7, 63, ,65, 66
  • Life & Health Insurance
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Education

  • Purdue University BA, Economics
  • London School of Economics and Political Science General Course, Economics

Files for Download

My Photos Show Thumbnails

Florida 2013

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.