My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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Interests

I'm a native Daytonian, married to Karen for 26 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.

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

Experience

29
98 View scores
 
 
 

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