Advisor profile

My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer™ recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Saving for Education
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

Sports, Boating and Reading

Community participation

Member - American Legion, Elks Lodge and the Moose Lodge

Current Member/Past Board of Directors - Newark-Heath Rotary Club

Past Board Member - Alzheimers Association

Vietnam Era Veteran - U.S. Army - 1966-1968

Past Board Member/Finance Committee - Carol Strawn Center

Awards & recognition

  • Ameriprise Circle of Success, 2015

Previous experience

  • Vice President/Investments, Stifel, Nicolaus & Company, 2006-2014
  • Financial Advisor, Franchise Owner, Linsco/Private Ledger Corporation, Newark Ohio, 1998-2006
  • Financial Advisor, Advest, Inc., 1994-1998
  • Advisor, John Hancock Distributors, 1990-1994
  • Advisor, Metlife Insurance Company, 1989-1990

My photos

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