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, home improvement, travel, or other needs and dreams, 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 and understand your goals, and 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. That’s why now, more than ever, you need a plan.

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Interests

  • I am passionate about helping my clients achieve their goals through the financial planning process.
  • I enjoy outdoor activities including: golfing, hiking, kayaking, fishing, and motorcycling.
  • I spend my free time with friends and family.

Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Education Planning
  • Employee Stock Options

Experience

17

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011-2012

Qualifications

  • ChFC®  Chartered Financial Consultant
  • Series 7, Series 66
  • Life, health and accident insurance
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Education

  • Chartered Financial Consultant, The American College, Bryn Mawr, PA 2006
  • Bachelor Degree, Capital University, Columbus, OH 1996
  • Associate Degree, Sinclair Community College, Dayton, OH 1994

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Ohio Office

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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.