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My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

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Interests

  • I enjoy tennis, bird watching, traveling and gardening.

Community Participation

Volunteer for The Akron-Canton FoodBank

Active supporter in The Feed America Program

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances

Experience

Awards & Recognition

  • Client Satisfaction Score of 96%, 2011
  • Ameriprise Circle of Success, 2011

Qualifications

  • I have been helping people reach their goals for 25 years.
  • MBA, Kent State University 1983
  • CFP®, 1990
  • CFS®, 1997
  • Diamond Ring Club, 2004
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Professional Associations

  • Financial Planning Association

Files for Download

My Videos

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Front Desk

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.