My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

Family life is very important for me, my wife Tamara and my two daughters. 

I love playing tennis and ski with my family.

Experience

? 26 ? 97 View scores
 
 
 

Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Insurance
  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution

Awards & Recognition

  • Ameriprise Circle of Success, 14 Credits 1998-2010, 2012
  • Ameriprise Diamond Ring Award, 2010

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Degree in Financial Services, Wright State University

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