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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

I enjoy spending time with my wife, Jennifer, my beagle/basset mix Odie, and my cat, Ticker.

I also enjoy birdwatching, wine tasting, travel, and movies.

Community Participation

Member of the Finance Committee, Grange Insurance Audubon Center, Columbus, OH

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2005-2011

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • MS, Natural Resource Policy, The Ohio State University, Columbus, OH
  • BS, Business Administration and Biology, Baldwin-Wallace College, Berea, OH