Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S. Finance and B.B.A Economics - St. Bonaventure University

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Ameriprise Circle of Success, 2009, 2012-2021
  • Five Star Wealth Manager, 2014, 2023
  • Ameriprise Financial Diamond Ring, 2016

Community participation

I am active in the community of St. Paul Parish and St. Paul School in Westerville Ohio. I enjoy volunteering at St. Paul School.

Named to the Advisory Board of St. Paul School - Westerville, OH.

Interests

  • I enjoy spending time with my family, reading, and travel.
  • Enjoy a wide array of sports including downhill skiing, especially at Holiday Valley in NY and Deer Valley in UT.
  • We enjoy family beach vacations in Blue Mountain Beach Florida along 30A