Advisor profile


My approach

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. As an Ameriprise Private Wealth Advisor and franchise owner with over 25 years’ experience, I can help prepare you for whatever life brings – both the expected and unexpected. Our clients are accomplished individuals, including professionals and business owners who have worked hard to create significant assets. If you are like them, you will want to secure the financial future you deserve.

The core of my business is 1:1 financial advice. We develop a personalized plan based on your goals and needs. We conduct regular reviews of your progress and investments. In addition to comprehensive financial planning, I specialize in divorce financial planning because I know what it feels like to have your world turned upside down. I provide you with powerful data to support your case by integrating the methodology of financial planning into the divorce process.

Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

Areas of focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Intergenerational Planning
26
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
  • CDFA®; Certified Divorce Financial Analyst®
  • CLTC® Certified Long Term Care®
  • FINRA Series 7 & 66 licensed
    CA Insurance License

Education

  • The Ohio State University, Columbus, OH - BSBA
  • Central Michigan University, Dayton, OH - Master of Science in Administration

Interests

I enjoy spending time with my family above all else.

My biggest interests include:

  • Golf
  • Going to our lake house
  • Boating
  • Fishing
  • Sporting Events
  • Martial Arts
  • Coaching
  • Woodworking
  • Dog Lover

Community participation

Board member of Institute of Divorce Financial Analysts

Member of Dayton Area Chamber of Commerce

Sponsor, donate and volunteer for Crayons to Classrooms - dc2c.org

Donate to Unverferth House / John Hicks Unlimited Love

Volunteer for The Foodbank of Dayton

Past Member and President of Ambucs - a service club that raised money for physically disadvantaged children

I support local schools and various sports teams in our community.

I like volunteering and welcome new volunteer opportunities that benefit my community.

Awards & recognition

  • Ameriprise Diamond Ring Club, 2007
  • Five Star Wealth Manager, Cincinnati Magazine 2012, 2015
  • Ameriprise Circle of Success, 1997-2018
  • Better Business Bureau Accredited, 2019

Why divorce financial planning?

Years ago, I was involved in what my attorney called a “business divorce”. Another advisor and I had a revenue sharing agreement. He claimed we had a partnership and I owed him half my income – for the rest of my life. I was stunned and devastated; I trusted this person. The next three years were very difficult, as people I called friends, chose sides. I was caught up in a system where things were spinning out of control and nobody really cared. I had to become my own financial advocate.

I specialize in divorce financial planning because I know what it feels like to have your world turned upside down. I am that somebody who cares. You shouldn’t have to go through a divorce without good financial advice!