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

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA® Chartered Financial Analyst®

Education

  • BSBA Finance, Portfolio Mgt. - Max M. Fisher College of Business, The Ohio State University

Interests

  • I enjoy spending time with my family and friends.
  • I also have a special interest in health & fitness.
  • My other interests include, traveling, skiing, and reading.

Community participation

  • Mid Ohio Foodbank
  • Camp Mary Orton
  • Habitat for Humanity
  • The Ronald McDonald House

Professional associations

  • CFA Society of Columbus