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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

I am married to Leah and we have three daughters, Kaylee, Olivia and Gianna. We also have two additional family members, our dogs Stella and Lucy. I enjoy golf, playing my drums, traveling and working with charitable organizations.

Community Participation

  • Chairman - Advisory Board for College of Business - Ohio Northern University
  • Founder and Chair - Ohio Northern University Annual Scholarship Golf and Fishing Event
  • Volunteer - Friendly House, Mansfield, Ohio
  • Coach - youth soccer teams, girls t-ball and softball teams
  • Donor - Capital Area Humane Society
  • Member - Henry Solomon Lehr Society, Ohio Northern

Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2008-2012
  • Ameriprise Chairman's Advisory Council, 2010-2012
  • Barron's Winner's Circle , 2011

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
  • CRPS Chartered Retirement Plans Specialist
  • Ameriprise Chairman’s Advisory Council 2010-2012
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Education

  • Ohio Northern University Bachelor of Science in Business Administration

Professional Associations

  • FPA - Financial Planning Association

Files for Download

My Videos

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My Photos Show Thumbnails

Coaching t-ball

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.