Advisor profile


Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact me for help getting started.
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19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 7 License
  • FINRA Series 66 License

Education

  • The Ohio State University, Max M. Fisher College of Business
  • B.S. Business Administration: Accounting, Marketing, Transportation & Logistics