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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®

Education

  • BA Ohio Wesleyan University 1992

Awards & recognition

  • Ameriprise Circle of Success Diamond Ring, 2020
  • Ameriprise Circle of Success, 2015-2022

Interests

Serving my clients

Spending time with my wife and children

Coaching youth baseball

Spending time outdoors on family farm