My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

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

I love playing tennis and ski with my family.

Areas of Focus

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

Experience

24
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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