Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • CFS® Certified Fund Specialist
  • CLTC® Certified Long Term Care

Education

  • BS Finance, Northern Kentucky University, Highland Heights KY,1996
  • Associate of Arts, University of Cincinnati, Cincinnati, Ohio 1994

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2020
  • Ameriprise Circle of Success, 2012 - 2020

Community participation

St. Margaret of York, Loveland Ohio, volunteer cook, fish fry and summer festival

Interests

  • Family and Children
  • You may hear me on the radio from 5am-9am weekdays occasionally in Cincinnati. I am the vacation and holiday fill in voice for Mike McConnell on the #1 rated morning show on 700 WLW AM radio.
  • I enjoy collecting and preserving history here in the Greater Cincinnati area. Especially our rich sports history and traditions.
  • I enjoy reading old novels. Let me know your favorite book!
  • I enjoy visiting USA Presidential historical sites.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.