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My Approach

I help people meet the challenge of financing the present while planning for the future. I work with my clients on the issues that matter most to them: funding their children's education, effective retirement planning and personalized investment advice to help maximize their earnings. I'd like the opportunity to work one-to-one with you to offer individualized advice to help you feel more in control of your finances – present and future.

Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services – and we deliver them when, where and how you want them. It's your choice.

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Community Participation

  • Coaching Westlake Youth Sports: Soccer, Basketball, & Baseball.
  • Member at Rockwell Springs Trout Club.
  • Board Member of the St. Kizito Foundation.

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

Experience

Education

  • John Carroll University, University Hts. Ohio
  • Uppsala Universitet, Uppsala Sweden
  • Cuyahoga Community College - Certified Financial Planning Program

My Photos Show Thumbnails

Annual St Kizito Fundraiser. wine tasting sponsored by Ameriprise. Pictured L to R: Mike, Matthew, Luke and Jan Vulku, Fr.Don Dunson and Laura Smith.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.