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

  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Investments
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Exams: Series 7, Series 8, Series 24, Series 63, Series 65
  • Licensed for Life, Accident, Health Insurance; Variable Life & Annuities

Education

  • MBA, 1994 - University of Toledo
  • BBA, 1992 - University of Toledo

Interests

Coaching youth baseball & basketball, Boating

Community participation

  • Monroe Catholic Central / St. Mary Monroe - School Advisory Endowment Board

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.

Awards & recognition

  • Ameriprise Circle of Success, 2009 - 2019
  • Ameriprise Diamond Ring Club, 2013

Previous experience

  • Branch Manager, Financial Advisor - Ameriprise Financial, 2010 - 2017
  • Branch Manager, Vice President - H & R Block Financial Advisors, 2000 - 2009
  • Office Director, Financial Advisor - Olde Discount Brokers, 1994 - 2000