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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Employee Stock Options
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Member, Financial Planning Association
  • Bachelor of Science Degree

Education

  • John Carroll University B.S. 1987

Awards & recognition

  • Ameriprise Circle of Success, 2008-2014
  • Ameriprise Client Experience Award, 2020

Community participation

Food donations to local food banks

Interests

  • My wife and I enjoy living out in the country
  • Enjoy our vegetable garden spring through early winter
  • Games and cards with friends and family
  • Travel, tennis, golf & painting
  • Getting together weekly with our wally ball friends at the local YMCA

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.