My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.


  • Fishing, gardening, golf, travel, biking.

Community Participation

  • Board Member -Granville Historical Society
  • Member - Licking County Chamber of Commerce
  • Member - Granville Area Chamber of Commerce
  • Major Sponsor - Granville Art Affair 2010
  • 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


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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


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

Files for Download

My Photos(4 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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