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
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

  • Miami University, BS in Finance 1987

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2021

Professional associations

  • Holy Trinity Greek Orthodox Church Endowment Fund

Previous experience

  • Wells Fargo Advisors, 2009-2019
  • Smith Barney / Citigroup Global Markets, 1993-2009
  • Shearson Lehman Hutton, 1988--1993
  • E.F Hutton & Co., 1987-1988

Community participation

  • AHEPA Buckeye Scholarship Foundation
  • Cincinnati Food Pantry
  • Holy Trinity Greek Orthodox Church Endowment Fund
  • Middletown Shalom Homeless

Interests

  • Family
  • Travel
  • Music