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 Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Small Business
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • BSBA, Finance, Bowling Green State University, 1978
  • Professional Education for CFP, American College 1992
  • Professional Education for ChFC, American College 2002

Interests

Outside the office, I like to spend time with my family and friends, play golf, read, and travel.

Community participation

Finance Committee Member, Little Flower Parish/School; Member, Defiance Area Chamber of Commerce; Volunteer, ProMedica Planned Giving Committee, American Cancer Society Reach to Recovery Volunteer; Co-Chair, Komen Rally for the Cure; Participant, Susan G. Komen Race for the Cure (Toledo), Stone Oak Board of Directors

Awards & recognition

  • Ameriprise Circle of Success, 1993 - 2019
  • Ameriprise Diamond Ring Club, 2006
  • Ameriprise Financial Hall of Fame, 2019

Professional associations

  • Toledo Estate Planning Council