My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • Ice Hockey, Racquetball, Golf,
  • Volunteer Work with Non Profits
  • World History and Politics

Community Participation

  • EXECUTIVE SERVICE CORPS OF CINCINNATI- Past Board Chair
  • ENVISION (FORMERLY RESIDENT HOME CORPORATION) Past Board Chair
19
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 3 reviews 100.0

Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning

Awards & Recognition

  • Five Star Wealth Manager, "2012-2019"