My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

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

Interests

I'm a native Daytonian, married to Karen for 27 years with four daughters, Kaitlin, Korinne, Brooke and Ava. My interests include playing basketball, swimming, biking and tennis. I'm an avid sports fan, especially when it comes to the Boston Red Sox and the Ohio State Buckeyes.

Experience

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Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Small Business
  • Insurance
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Awards & Recognition

  • Ameriprise Hall of Fame, 2003
  • Ameriprise Circle of Success, 2002 - 2012
  • Ameriprise Chairman's Advisory Council, 2009

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • BBA, The Ohio University, Athens, OH - 1982, Accounting
  • MBA, The Ohio University, Athens, OH - 1984

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