My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • My family is the most important thing in my life.
  • Passionate about spending time with family and friends in Norris Lake, Tennesse and Scioto County, Ohio.
  • Some of my favorite hobbies include golfing, fishing, hunting, boating and flying.
  • In the winter my passion is to coach wrestling for the West Carrollton local schools, primarily Middle School.

Community Participation

  • Wrestling Coach, High School & Junior High - West Carrollton Wrestling Take Down Club - see us on Facebook
  • Committee Member with "Christmas for All" - Sponsors Christmas party for underprivileged children in Middletown area
  • RIO Board Member - Non-Profit organization providing respite care for disabled adults
  • I enjoy helping with charitable organizations and events; especially benefit golf outings!
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Experience

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Areas of Focus

  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Women's Financial Strategies

Awards & Recognition

  • President's Recognition Award, 2003

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • B.S. Family Resource Management with minor in Family Financial Management, The Ohio State University

My Photos(1 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.

My Videos(1 videos) X