My Approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Interests

  • Fishing, gardening, golf, travel, biking.

Community Participation

  • Finance Committee Member -Granville Historical Society
  • Member - Licking County Chamber of Commerce
  • Member - Granville Area Chamber of Commerce
  • Member - American Legion Veterans Service Organization
  • Donor - Licking County Coalition of Care Poverty Relief Partnership
  • Donor - Pelatonia Cancer Research
  • Donor - ALS Association
  • Donor - New Beginnings Domestic Violence Center

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Employee Stock Options

Awards & Recognition

  • Ameriprise Circle of Success, 2015
  • FIVE STAR Wealth Manager1, 2013-2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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Education

  • Lafayette College, BA Law and Government 1983, Easton, PA
  • Fuqua School of Business, Duke University MBA 1991, Durham, NC

Files for Download

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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