My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement 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. Your responses can help jumpstart our conversation.

More...

Interests

  • Enjoy spending time with family & friends, golf, travel

Community Participation

New Castle YMCA youth volunteer

Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Saving for Education

Experience

16

Qualifications

  • Senior Financial Advisor
  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

  • Wright State University, Dayton, OH; BS Financial Services

My Videos

More...

My PhotosShow Thumbnails

Red Hat Society - February 20th, 2012 Investment Dinner

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.