Advisor profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies

Education

  • University of Cincinnati Carl H. Linder College of Business, Bachelor of Business Administration- BBA, Accounting 2009-2013

Awards & recognition

  • Fidant Wealth Partners, Ameriprise Client Experience Award, 2021, 2023 - 2025

Previous experience

  • THOR Investment Management- Investment Research Analyst & Wealth Planning Associate, Aug 2013- Oct 2018
  • Western & Southern Financial Group- Rotational Intern, Jan 2012- Dec 2012

Community participation

  • Habitat for Humanity,
  • Guatemala- Volunteer
  • McNicholas High School- Assistant Football Coach
  • Big Brothers and Sisters of America- Mentor