Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Retirement Plan Distribution
  • Investments
  • Family Finances
  • Employee Stock Options
  • Tax Planning Strategies

Education

  • Miami University, B.S. Accounting

Awards & recognition

  • Ameriprise Circle of Success, 2013-2014

Community participation

Leader of Mission Trips to The Dominican Republic for Grace Church Powell.

Interests

I enjoy golf, gardening and spending time outdoors with my wife and 3 children. Cheryl and I have been married for 22 wonderful years. We have been blessed with Robert (18), Connor (16) and Danielle (13).