Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Military Financial Advisor
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Christian Financial Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CKA® Certified Kingdom Advisor®
  • CMFA® Certified Military Financial Advisor®

Education

  • Masters in Business Administration, Youngstown State University, 1998
  • Bachelors of Science in Nursing, Youngstown State University, 1992

Awards & recognition

  • Ameriprise Circle of Success, 2002-2023
  • Guidelight Financial Group, Ameriprise Client Experience Award, 2021, 2022, 2023
  • Ameriprise Circle of Success Diamond Ring, 2017

Previous experience

  • Nurse Manager Telemetry Unit St Joseph's Hospital, 1995-1997
  • Critical Care registered nurse CCU/ICU St Joseph's Hospital, 1992-1995

Community participation

Leadership Mahoning Valley

Volunteer for Trumbull County Mobile Meals

Volunteer for Warren Area Family Mission

Volunteer for Second Harvest Food Bank.

Volunteer for Junior Achievement

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer. As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

  • Spending time with his family, which include his wife and three adult sons
  • Walking his dogs
  • Getting some Florida sun
  • Pickleball
  • Bicycling
  • Jogging
  • Playing cards with friends
  • Shooting Pool
  • Golfing

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.