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
  • Estate Planning Strategies
36
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
  • CKA® Certified Kingdom Advisor®
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®

Education

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

Interests

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

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

Awards & recognition

  • Ameriprise Circle of Success, 2006-2009, 2012-2018.
  • Ameriprise Diamond Ring, 2002
  • Ameriprise Hall of Fame, 2018
  • Five Star Wealth Manager, 2012-2019