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.
Contact me

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Insurance
3
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Wright State University, B.S.B., Financial Services, Accountancy

Interests

  • Family and faith are important to me. My wife, Tabitha, and I spend much of our free time with our extended families.
  • With several nurses in the family, I value and cherish the compassion and care of those in the medical community.
  • I enjoy guiding others through life's changes and transitions to help them stay on track for their financial goals.

Community participation

I like to support causes that empower the next generation, like Just a Pair of Shoes. This is an organization a friend started with a mission to put quality name brand shoes on the feet of young students in an effort to boost confidence and create a sense of belonging.