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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CAS® Certified Annuity Specialist®
  • CMFC® Chartered Mutual Fund Counselor℠
  • BFA™ Behavioral Financial Advisor™

Education

  • Bachelor of Science in Business Administration, Finance, The Ohio State University

Interests

  • Spending time with family and friends is what I value most.
  • I have a passion for watching sports; baseball, basketball, golf and my true favorite football. I have favorite teams at all levels and love to talk about them. Please feel free to ask!
  • I try to golf as much as possible. I am also a member of two bocce leagues (Summer/Winter).
  • In my spare time I enjoy travel, dining, and reading.
  • I just started a garden and love to learn new tips and tricks to help my vegetables grow. Let me know if you have any advice!

Community participation

  • Make-A-Wish Foundation
  • St. Charles Catholic Church Finance Counsel
  • On the Board for Cardinal Mooney High School

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Professional associations

  • College of Financial Planning, CMFC Education Requirements
  • Institute of Business and Finance, CAS Education Requirement
  • College of Financial Planning, BFA Education Requirements

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.