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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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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

Qualifications

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

Education

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

Files for Download

My Videos

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My Photos Show Thumbnails

Red Hat Society - February 20th, 2012 Investment Dinner

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.