My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

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.

Experience

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Areas of Focus

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

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

My Photos(1 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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