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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BS, 1984 - Clarks Summit University, PA

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021--2022
  • Ameriprise Client Experience Award, 2023

Community participation

  • Maranatha Baptist Church, Columbus, Ohio.
  • Host/serve OSU students via International Friendships Inc.
  • CFAN - the Christian Financial Advisory Network
  • Kingdom Advisors
  • Volunteer at the Mid-Ohio Food Bank - Grove City, OH
  • Volunteer at the Ronald McDonald House - Columbus, OH

Interests

My wife, Kari, and I reside in Grove City, Ohio. We have six children, two wonderful daughters-in-law, and seven adorable grandchildren! We enjoy...

  • cruises & fine dining together
  • hosting international students and families (our oldest three children are fluent in Japanese as we had the privilege of living there for over ten years)
  • serving in our local church
  • speaking to groups of men regarding various inspirational and financial stewardship topics
  • recreational activities like reading, puzzles, yardwork, church golf league, hiking, & activities like "mushroom hunting"