Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies


  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • CKA® Certified Kingdom Advisor®


  • Bachelor of Fine Arts, University of Cincinnati, 1978.
  • Master of Science in Financial Services, The American College, 2007.

Awards & recognition

  • Ameriprise Circle of Success, 2006-2009, 2012-2022.
  • Ameriprise Diamond Ring, 2002
  • Ameriprise Hall of Fame, 2018
  • Five Star Wealth Manager, 2012-2023.

Community participation

  • Christ's Church, Mason, Ohio
  • Middletown Sportsmen's Club
  • Ohio Valley Region Model "A" Ford Club
  • Oakley Masonic Lodge #668
  • Valley of Cincinnati Ancient Accepted Scottish Rite
  • University of Cincinnati - UCATS, George Smith Society & Charles McMicken Tower Society


  • Hiking and backpacking America's National Parks.
  • University of Cincinnati Bearcats Football & Basketball.
  • Taking 1930 Ford Model "A" Deluxe Coupe to local car shows.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.