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My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

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Interests

  • I enjoy home improvement projects and gardening.
  • My wife Kate and I enjoy traveling adventures together.

Community Participation

I serve on the Board of Directors for the Oswego Rotary Club and the Oswego Community Christian School. I am the financial trustee for New Covenant Community Church, lead the Chamber's Project Bloom Committee and serve as co-chairperson of Leave a Legacy of Oswego County.

Areas of Focus

  • Charitable Giving
  • Small Business
  • Retirement Planning Strategies

Experience

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
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Education

  • Bachelor of Arts degree in Communications Studies, Oswego State University, 1982
  • Masters degree in Business Administration, marketing, Clarkson University, 1983

Professional Associations

  • Oswego Rotary Club
  • Financial Planning Association